Updated:Jun 3, 2026

THE INSTITUTE OF FINANCIAL WELLNESS, LLC

The Institute of Financial Wellness, LLC is an SEC-registered investment adviser in Fort Lauderdale, FL, registered since 2022. It has 7 employees and 1...

THE INSTITUTE OF FINANCIAL WELLNESS, LLC

The Institute of Financial Wellness, LLC is an SEC-registered investment adviser in Fort Lauderdale, FL, registered since 2022. It has 7 employees and 1 investment adviser. The firm is based in Florida.

General information

Firm type

other

What is the Institute of Financial Wellness, LLC?

Based on its name and public records, the Institute of Financial Wellness, LLC appears to be an organization dedicated to financial education and wellness, not an investment manager or family office. Its specific activities are not publicly documented.

Does the Institute of Financial Wellness manage investment capital?

No public evidence suggests the Institute of Financial Wellness, LLC manages or deploys investment capital. Its name implies a focus on financial literacy and wellness programming rather than asset management.

Who founded or leads the Institute of Financial Wellness, LLC?

Founder and leadership information is not available in public sources. The firm's principals and operational team remain undisclosed.

Where is the Institute of Financial Wellness, LLC headquartered?

A specific headquarters location has not been publicly confirmed. The firm's city and country of operation are not disclosed.

What educational programs does the Institute of Financial Wellness offer?

Specific program details are not publicly available. The firm's name suggests a focus on financial wellness education, but no curriculum or service offerings have been identified.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jun 3, 2026. Continuous refresh with full update cycles at least every 30 days.