The Institute Of Financial Wellness, Llc
SEC-registered
Investment Adviser
CRD 317776
· SEC file 801-122995
· Fort Lauderdale, FL
· www.the-ifw.com
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ADV data as of Feb 07, 2025
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- —
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 7
People (1)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Sussman, Erik, Cory | Managing Member, Chief Executive Officer & Chief Compliance Officer | Jul 2018 (8y) | 50% – 75% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Sussman, Darren | Managing Member, President | Jul 2018 | A | 50% – 75% |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/07/2025 | 858 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Fixed fees
- • Other fees
- • SOLICITOR FEES
Services
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 07, 2025.
View current Form ADV (SEC/IAPD) ↗