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| Intelligent Financial Strategies LLC
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|---|---|
| CRD # | 108048 |
| SEC # | 801-57626 |
| CIK # | 0001911000 |
| AUM | 242.0 M (2026-01-23) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 952-941-2795 |
| Address | 34 Water Street, Suite 8 Excelsior, MN 55331 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 3.0 | ||
| Alphabet Inc | 2.7 | ||
| Mastercard Inc | 1.6 | ||
| Microsoft Corp | 1.4 | ||
| Visa Inc | 1.4 | ||
| Costco Wholesale Corp /NEW | 1.2 | ||
| Hershey Co | 0.4 | ||
| Union Pacific Corp | 0.4 | ||
| McDonalds Corp | 0.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 33 | 18.1 |
| (b) Individuals (high net worth individuals) | 72 | 221.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 2.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 326 | 242.0 |
| By Discretionary | ||
| Discretionary | 326 | 242.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 326 | 242.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 242.0 | |
| Total | 326 | 242.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001911000] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
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|---|---|---|
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