IFB WEALTH MANAGEMENT LLC
Adviser information for IFB WEALTH MANAGEMENT LLC last updated from Form ADV on March 18th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Florida, United States |
Employees
| Total Number of Employees | 9 |
|---|---|
| Investment Advisory/Research | 7 |
| Registered Broker-Dealer Representatives | 2 |
| Registered State Investment Advisers | 6 |
| Licensed Agents of an Insurance Company | 3 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 28 | $11.8M |
| Non-Discretionary | 36 | $97.2M |
| Total | 64 | $108.9M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 25 | $5.5M |
| HNW Individuals | 10 | $12.0M |
| Banking or thrift institutions | <5 | $74.7M |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | <5 | $354,804 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 18 | $16.4M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 25 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMREFERRAL FEES |
Identifiers
| SEC RIA File Number | 801-117624 |
|---|---|
| SEC ERA File Number | 801-117624 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 299318 |
| Legal Entity Identifier | None |
Principal Office
777 SW 37TH AVENUE6TH FLOOR
MIAMI
FL
United States
Monday - Friday, 8-5
Tel: 305-329-1520, Fax: None
Websites
Chief Compliance Officer
ROBERT MAS
777 SW 37TH AVENUE
6TH FLOOR
MIAMI
FL
United States
Tel:
305-648-8803
R***@************M
(Full email address available in API data)
Industry Affiliates
| IFB INSURANCE SERVICES, LLC | Insurance company or agency |
| INTERNATIONAL FINANCE BANK | Banking or thrift institution |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| INTERNATIONAL FINANCE BANK | Domestic Entity | – | OWNER | 09/2018 | > 75% |
| Fierro Eleta, Guillermo, Leon | Individual | IFB BANCORP, INC. | SHAREHOLDER | 07/2020 | > 75% |
| SKIPPER, CHARLES, BASIL | Individual | – | MANAGING PRINICPAL | 10/2018 | < 5% |
| IFB BANCORP, INC. | Domestic Entity | INTERNATIONAL FINANCE BANK | OWNER | 07/2020 | > 75% |
| Mas, Robert | Individual | – | CHIEF COMPLIANCE OFFICER | 01/2022 | < 5% |