THE INSTITUTE OF FINANCIAL WELLNESS, LLC

Adviser information for THE INSTITUTE OF FINANCIAL WELLNESS, LLC last updated from Form ADV on January 31st, 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	1
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	1
Licensed Agents of an Insurance Company	1
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	No

Clients

Type	Number	RAUM
Individuals	0	$0
HNW Individuals	0	$0
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	0	$0
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	0	$0
Other	0	$0

Type	Number
No. of Non-RAUM Clients	195
No. of Non-U.S. Clients	0

Services

Advisory Services	Selection of other advisers (including private fund managers)Educational seminars/workshops
Compensation	Fixed feesSOLICITOR FEES

Identifiers

SEC RIA File Number	801-122995
SEC ERA File Number	801-122995
SEC CIK Numbers	None
SEC CRD Numbers	317776
Legal Entity Identifier	None

Principal Office

1400 NE 4TH AVENUE
FORT LAUDERDALE
FL
United States

Monday - Friday, 9:00AM - 5:00PM

Tel: (833) 705-1223, Fax: None

Websites

www.the-ifw.com

Chief Compliance Officer

ERIK C SUSSMAN

MANAGING MEMBER, CHIEF EXECUTIVE OFFICER

1400 NE 4TH AVENUE

FORT LAUDERDALE

United States

Tel: (833) 705-1223

I***@**********M

(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name	Type	Assets $USD	Min Investment $USD	No. Owners