RIA Intel›Advisers›Florida›IFB WEALTH MANAGEMENT LLC

IFB WEALTH MANAGEMENT LLC

Advisory

N·MIAMI, FL

Data as of Mar 18, 2024 · Source: SEC Form ADV

Total AUM

$109M

1-Year AUM Growth

-19.8%

3-Year CAGR

-10.3%

Employees

7

Assets Under Management

Total AUM$109M

Discretionary AUM$12M

Non-Discretionary AUM$97M

Discretionary %10.8%

Total Clients—

Team

Total Employees7

Investment Advisers9

Employee Growth (1Y)+40.0%

Filing History

Total Filings on Record17

First FilingDec 5, 2018

Latest FilingMar 18, 2024

🔒 Full AUM trend chart and 17 historical filings spanning 6+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on IFB WEALTH MANAGEMENT LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.