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| Happy Holidays!! thanks for using AUM13F!! |
| Wealth Intelligence LLC
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| CRD # | 333253 |
| SEC # | 801-131320 |
| CIK # | |
| AUM | $243.9 M (2025-02-17) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 706-571-2100 |
| Address | 2900 Warm Springs Rd Columbus, GA 30295 |
| Source | [IAPD] [Website] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 188 | 45.5 |
| (b) Individuals (high net worth individuals) | 33 | 198.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 434 | 243.9 |
| By Discretionary | ||
| Discretionary | 420 | 105.7 |
| Non-Discretionary | 14 | 138.1 |
| Total | 434 | 243.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 243.9 | |
| Total | 434 | 243.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Wealth Management Strategies Inc
✚
|
PA | 0.3 |
|
First Financial Advisory Services Inc
✚
|
RI | 0.3 |
|
Holder Wealth Management Inc
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IL | 0.2 |
|
CornerStone Wealth LLC
✚
|
TN | 0.2 |
|
Peak Retirement Planning Inc
✚
|
OH | 0.2 |
|
Valuewealth Services LLC
✚
|
MD | 0.2 |
|
Welch Investment Group LLC
✚
|
OR | 0.2 |
|
Luken Investment Analytics LLC
✚
|
TN | 0.2 |
|
Fenway Financial Advisors LLC
✚
|
VA | 0.2 |
|
Vivid Wealth Management LLC
✚
|
IA | 0.2 |