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| Wealth Intelligence LLC
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|---|---|
| CRD # | 333253 |
| SEC # | 801-131320 |
| CIK # | 0002112078 |
| AUM | 247.5 M (2026-02-27) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 706-571-2100 |
| Address | 2900 Warm Springs Rd Columbus, GA 30295 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Lowes Companies Inc | 66.5 | ||
| Apple Inc | 7.6 | ||
| Broadcom Inc | 6.8 | ||
| Eaton Corp Ltd | 5.0 | ||
| J P Morgan Chase & Co | 4.6 | ||
| Marathon Petroleum Corp | 4.5 | ||
| Tyco International Ltd /Ber/ | 4.0 | ||
| Microsoft Corp | 3.7 | ||
| Union Pacific Corp | 3.2 | ||
| Alphabet Inc | 3.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 195 | 50.3 |
| (b) Individuals (high net worth individuals) | 32 | 195.0 |
| (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 | 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 | 1 | 2.2 |
| (n) Other | 0 | 0.0 |
| Total | 414 | 247.5 |
| By Discretionary | ||
| Discretionary | 414 | 247.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 414 | 247.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 247.5 | |
| Total | 414 | 247.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002112078] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
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