This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

no raum reportedderivedprivate_client_share=0.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$0Item 5.F on the latest filing (2025-02-07); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$0

Private client RAUM

$0derivedItem 5.D individuals plus high net worth individuals

Advisors on IAPD

0

Employees

7

Advisory employees

1

Offices

0Schedule D 1.F, beyond the principal office

Accounts

0

SEC number

801-122995

CRD

317776

Filings on the tape

12

First filed

Dec 6, 2021

Latest filed

Feb 7, 2025

Organised

Limited Liability Company, FL

Website

the-ifw.com

• Occurred

  Dec 6, 2021
  First Form ADV filing

  Institute Of Financial Wellness, Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:5e2e5b41-c607-a46b-ac40-228be6d7b9df

First observed

Dec 6, 2021

Last observed

Feb 7, 2025 19 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.