Every new Florida business filing, every dayInstitute of Financial Wellness
Erik C. Sussman, DPST
The Institute of Financial Wellness (IFW) is a financial advisory firm located in Fort Lauderdale, FL, founded by Erik C. Sussman, Scott Rosen, and Darren Sussman. The site emphasizes financial planning and retirement education.
Filed January 31, 2023 · Fort Lauderdale, FL · Broward County
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Florida Division of Corporations (Sunbiz) · Entity N23000001065 · Retrieved May 5, 2026
About Institute of Financial Wellness
filed in Florida on January 31, 2023, as an active financial advisory firm. Owner Erik C. Sussman serves as DPST, with officers Darren Sussman and Scott Rosen as directors. The registered agent is ION SERVICE COMPANY, a corporate agent. The company amended on July 13, 2023. Its domain was registered 974 days before filing, on June 1, 2020, through GoDaddy, and the website is a modern site matching the filing. We estimate annual revenue between $1M and $10M with 6 to 25 employees, operating from a brick-and-mortar location. The registered agent is shared with 5,217 other entities. No annual report or EIN on file yet.
- Domain registered 974 days before the Florida filing date.
- Registered agent is ION SERVICE COMPANY, shared with 5,217 other entities.
- Company amended on July 13, 2023.
- We estimate revenue of $1M-$10M and 6-25 employees, brick-and-mortar.
- Website identity confirmed matching the filing name and address.
- No annual report or EIN on file yet.
Compiled from the state record, the company's public web presence, and our own research; revenue, employee, and footprint figures are estimates, not verified financials. Updated August 23, 2026.
One of 63 new businesses registered in Fort Lauderdale in January 2023, and the only financial services business registered there that month.
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Frequently Asked Questions
When was Institute of Financial Wellness registered?
Institute of Financial Wellness was registered as DOMNP on January 31, 2023 in Florida.
Where is Institute of Financial Wellness located?
Institute of Financial Wellness is based in Fort Lauderdale, FL, 33301, in Broward County.
What type of business is Institute of Financial Wellness?
Institute of Financial Wellness is classified as a financial services business (financial advisory).
Is Institute of Financial Wellness still active?
According to the Florida Division of Corporations, Institute of Financial Wellness's current record status is "active".
Does Institute of Financial Wellness have an EIN on file?
No EIN was found on file for Institute of Financial Wellness at the time of registration.
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