Iwpf Securities LLC

Broker-DealerFINRA MemberEst. 2024
Total AUM
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Miami Beach, Florida
CRD number
328645
Registered since
October 21, 2024

Firm profile

FINTRX

Overview

Iwpf Securities LLC is organized as a limited liability company and appears on SEC records with a 2024 registration year. The firm is held by an individual owner and is listed under an unclassified adviser type in the source data. The record does not supply descriptive details about the firm's target clients, fee schedule, or specific advisory services. The firm is not identified as an active ESG investor and is not registered as a multi-state adviser. It is marked as not being a capital allocator, not a pension consultant, and not a related adviser. The source also indicates it is not categorized as a newly formed adviser despite the recent SEC registration year.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Robert Brito

    Managing Partner and Chief Compliance OfficerCRD 2465126

Contacts

3 of 3
  • Kenneth George

    Kenneth George

    FinOpCRD 2643369

  • Christian Briker

    MemberCRD 7732280

  • Christopher George

    Christopher George

    ControllerCRD 6084415

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Miami Beach, FL

Miami Dade

Location

Miami Beach, FL

Headquartered in Miami Beach, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Miami Dade
Address
429 Lenox Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth