IBD Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$2,107,300
Clients
0
Advisors
1
of 1 employees
About
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.
Client services
Expertise
Occupation focus
Fee options
$0 - $499,999: 1.50% $500,000 - $1,000,000: 1.25% $1,000,001+: 1.10%
20% performance fee on SPV accounts, applicable after members receive distributions equal to 100% of capital contributions. Management fee up to 2% per year also applicable to SPV accounts.
Account minimum: $25,000
Main office
1200 North Federal Highway, Suite 215
Boca Raton FL 33432
Advisors at this office
1
Most active in
Florida
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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