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| Keyboard |
| Intelligent Wealth Solutions LLC
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|---|---|
| CRD # | 300403 |
| SEC # | 801-114989 |
| CIK # | |
| AUM | 961.0 M (2026-03-12) |
| Employees | 6 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 877-699-3258 |
| Address | 2801 Via Fortuna Austin, TX 78746 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| Fees and Compensation — Form ADV Part 2A (3/12/2026) [Brochure] |
|---|
Item 5: Fees and Compensation
E. External Compensation for the Sale of Securities to Clients
IWS’s advisory professionals are compensated primarily through a salary and bonus structure.
IWS’s advisory is not paid any sales, service or administrative fees for the sale of any investment
products with respect to managed advisory assets.
Part 2A of Form ADV: Intelligent Wealth Solutions LLC Brochure |
| Account Minimums and Types of Clients — Form ADV Part 2A (3/12/2026) [Brochure] |
|---|
Item 7: Types of Clients
IWS is an independent investment management firm providing asset management services as a
sub-adviser to various third-party investment advisers and affiliates of IWS.
For investment management services, IWS generally imposes a minimum account size of
$100,000. The account minimum may be waived by the firm in its sole discretion.
Part 2A of Form ADV: Intelligent Wealth Solutions LLC Brochure |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,028 | 922.6 |
| (b) Individuals (high net worth individuals) | 128 | 38.4 |
| (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 | 0.0 |
| (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 | 3,156 | 961.0 |
| By Discretionary | ||
| Discretionary | 3,156 | 961.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,156 | 961.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 961.0 | |
| Total | 3,156 | 961.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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|---|---|---|
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