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Allied Private Wealth

Allied Private Wealth. CRD 328952

Allied Private Wealth logo

CRD: 328952

Allied Private Wealth

Boca Raton, FL, 33487
9545769192
alliedprivatewealth.com
$224.5M Total AUM
$224.5M Disc. AUM
-- 3Y CAGR
4 Employees
456 ADV. Clients
2 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
Clients
Retail
Platforms
North wave
Established Date
12-07-2023
Office Locations
1

Office Locations

7700 Congress AVE Suite 3208 Boca Raton FL

About Allied Private Wealth

Allied Private Wealth is an independent Florida registered investment adviser providing wealth management and comprehensive financial planning for individuals and families, as well as business owners and professionals. The firm emphasizes coordinated, objective strategies across investments, savings, and retirement planning with flexible, client-specific solutions. Clients can be supported on custodians including Fidelity and Schwab, with tools such as eMoney and Black Diamond.

Team overview

-- AVG AGE
$74.8M AVG AUM / ADVISOR
$492.3K AVG AUM / CLIENT
2.1 yrs AVG TENURE
4 Employees
3 Advisory Reps
0 RIA Reps
2yrs Firm Age

Insights

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Asset Classes

Focus eagle Foundation Meridian bridge Alpha pathway Quantum fusion

Client Personas

Insight eagle Pathway ember

Custodian

Pioneer alpha Alpha delta Capital Harbor pathway Timber North Peak harbor

Investment Themes

Quantum timber Value

Investment Vehicles

Wave

Platform

Vital

Services

Pioneer meridian Wave Unison quantum Capital fusion Insight Bridge matrix Frontier Harbor Pathway

Technology

Fusion

Owner & Executives

A

ALEX LEE

Chief Compliance Officer, Chief Operating Officer, Managing Member

CRD
#5513235
Ownership
Less than 5%
(914) 322-2867
bridge.signal@peakcapital.com
in linkedin.com/in/focus-eagle

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Contacts

J

JOHN ENTENBERG

Managing Partner

CRD
#2474283
(708) 878-7469
pioneer.eagle@wavecapital.com
in linkedin.com/in/timber-ridge
MARA SCHIFF SCHAINUCK

MARA SCHIFF SCHAINUCK

President

CRD
#730688
(610) 562-3679
value.bridge@fusioncapital.com
in linkedin.com/in/optima-north

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-30-2024
04-30-2025
03-25-2026
Category Assets AVG. Account size
Discretionary $224,479,019 $538,319
Non-Discretionary $0 --
Total $224,479,019 $538,319

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Separately Managed Accounts

Total SMA Asset: $224,479,019

$224.5M Total SMA
Equity - Exchange:
12.1%
Public Funds:
5.0%
Cash:
9.5%
Other:
15.6%
U.S. Government/Agency:
18.1%
Corporate - Investment Grade:
7.6%
Corporate - Non-Investment Grade:
19.8%
Municipal Bonds:
12.3%
Asset class Assets Assets %
Equity - Exchange $1,006,601,546 12.1%
Public Funds $415,951,052 5.0%
Cash $790,306,999 9.5%
Other $1,297,767,283 15.6%
U.S. Government/Agency $1,505,742,809 18.1%
Corporate - Investment Grade $632,245,599 7.6%
Corporate - Non-Investment Grade $1,647,166,166 19.8%
Municipal Bonds $1,023,239,588 12.3%
Total $8,319,021,042 100.0%

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