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Allied Private Wealth LLC Info

Allied Private Wealth LLC info

Allied Private Wealth LLC (SEC CIK 2132253) first filed with the SEC on 2026-07-09 (Form 13F-HR) and has filed 1 times since, including 1 Form 13F-HR quarterly holdings reports. It is organized in FL and registered at 7700 CONGRESS AVE SUITE 3208, BOCA RATON, FL, 33487.

  • Name: Value Allied Private Wealth LLC.
  • SEC CIK: Value 2132253.
  • State of organization: Value FL.
  • Business address: Value 7700 CONGRESS AVE SUITE 3208, BOCA RATON, FL, 33487.

No Form ADV row is held for this firm, so its adviser registration date, assets under management and employees are left out rather than estimated.

Firm

FieldValue
NameAllied Private Wealth LLC
SEC CIK2132253
State of organizationFL
Business address7700 CONGRESS AVE SUITE 3208, BOCA RATON, FL, 33487
Mailing address7700 CONGRESS AVE SUITE 3208, BOCA RATON, FL, 33487
Phone5615769192
Fiscal year endDecember 31
Former namesNone filed

SEC Filing History

FieldValue
First SEC filing2026-07-09 (Form 13F-HR)
Latest SEC filing2026-07-09 (Form 13F-HR)
Filings on EDGAR1
First Form 13F-HR2026-07-09 (quarter ended 2026-06-30)
Latest Form 13F-HR2026-07-09 (quarter ended 2026-06-30)
Form 13F-HR filings1

Filings by Form

FormFilingsLatest
13F-HR12026-07-09

Filings by Year

YearFilingsForm 13F-HR
202611

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