INTELLIGENT WEALTH SOLUTIONS LLC

2700 Via Fortuna
Suite 100
Austin, Texas 78746
Tel: 877-699-3258

About INTELLIGENT WEALTH SOLUTIONS LLC

INTELLIGENT WEALTH SOLUTIONS LLC, formally registered with the SEC as INTELLIGENT WEALTH SOLUTIONS LLC. The firm was established in 04/12/2019. They have over 2 offices throughout the country.

INTELLIGENT WEALTH SOLUTIONS LLC is a Austin, Texas based Financial Planning firm with nearly $277,387,629 assets under management, offering retirement planning & investment advisory services to 703 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	300403
SEC#	801-114989
Assets Managed by Firm	$277,387,629
No. of Clients	703
No. of Advisors	2

Fee Structure

A percentage of AUM
Commission Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	703	$277,387,629
Individuals (other than high net worth individuals)	512	$194,171,340
High net worth individuals	40	$83,216,289

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