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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) |
| Phone | 877-699-3258 |
| Address | 2801 Via Fortuna Austin, TX 78746 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($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 |
| Comparable Firms | State | AUM |
|---|---|---|
|
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✚
|
AR | 965.0 M |
|
Riverbend Capital Advisors LLC
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|
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|
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963.6 M | |
|
AMI Investment Management Inc
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|
Cache Advisors LLC
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|
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|
OR | 959.4 M |
|
Maridea Wealth Management LLC
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|
NY | 958.7 M |
|
Leonard Rickey Investment Advisors PLLC
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|
WA | 958.1 M |
|
Cortland Associates Inc
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|
MO | 958.0 M |
|
Pioneer Family Office LLC
✚
|
FL | 956.8 M |