# THE INSTITUTE OF FINANCIAL WELLNESS, LLC

THE INSTITUTE OF FINANCIAL WELLNESS, LLC is an other.

## Overview

- **Organization type:** other
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 317776
- **SEC file number:** 801-122995
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/317776

## About

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.

## Questions

### 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.

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Last updated: 2026-06-03T20:00:00.000Z

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