THE INSTITUTE OF FINANCIAL WELLNESS, LLC

1400 Ne 4th Avenue
Fort Lauderdale, Florida 33304
Tel: (305)-978-8107

About THE INSTITUTE OF FINANCIAL WELLNESS, LLC

THE INSTITUTE OF FINANCIAL WELLNESS, LLC, formally registered with the SEC as THE INSTITUTE OF FINANCIAL WELLNESS, LLC. The firm was established in 01/10/2022. They have over 1 offices throughout the country.

THE INSTITUTE OF FINANCIAL WELLNESS, LLC is a Fort Lauderdale, Florida based Financial Planning firm with nearly $0 assets under management, offering retirement planning & investment advisory services to 0 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	317776
SEC#	801-122995
Assets Managed by Firm	$0
No. of Clients	0
No. of Advisors	7

Fee Structure

Fixed fees
Other (SOLICITOR FEES)

Advisory Services Provided

Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM

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