IBD Wealth Management, LLC

IBD Wealth Management provides investment advisory and portfolio management services primarily to pooled vehicles (special purpose vehicles) and to a limited set of institutional, corporate and individual clients. The firm acts as a discretionary adviser to SPVs and prepares written investment policy statements to guide portfolio selection and ongoing monitoring; it uses a third‑party administrator (Carta) for SPV administration and relies on a qualified custodian for client accounts.

The firm’s investment process combines fundamental and technical analysis and tailors strategies to each client’s stated objectives, time horizon and risk tolerance, with possible exposures including equities, options, fixed income and restricted securities when permitted by offering documents. Portfolio approaches range from long‑term holdings to shorter‑term trading and may include use of third‑party or model managers and private securities as specified in SPV governing documents.

A notable feature of the firm is its affiliation with a FINRA‑registered broker‑dealer, which serves as a preferred broker‑dealer and a source of client referrals; management personnel are also registered with that broker‑dealer and receive compensation related to that relationship. The firm also discloses that its SPV arrangements can include performance‑based compensation and acceptance of in‑kind consideration (shares), which the adviser identifies as potential conflicts and describes procedures to address.