|
⚲
|
| Keyboard |
| Wealth Intelligence LLC
✚
|
|
|---|---|
| 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 ($M) |
|---|
| CIK | Period |
|---|---|
| 0002112078 |
| Sector | Form 13F Holdings | Value ($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 | ||
| Ace Ltd | 2.9 | ||
| CVS Caremark Corp | 2.8 | ||
| Amazon Com Inc | 2.7 | ||
| CME Group Inc | 2.4 | ||
| Southern Co | 2.4 | ||
| Visa Inc | 2.3 | ||
| Cummins Inc | 2.2 | ||
| Aflac Inc | 2.2 | ||
| AbbVie Inc | 2.1 | ||
| Johnson & Johnson | 1.9 | ||
| Verizon Communications Inc | 1.9 | ||
| Analog Devices Inc | 1.8 | ||
| Motorola Inc | 1.8 | ||
| Nvidia Corp | 1.7 | ||
| Home Depot Inc | 1.6 | ||
| Prev | Page 1 | Next | |||
| 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 |
| Comparable Firms | State | AUM |
|---|---|---|
|
Calabasas Advisory Group LLC
✚
|
CA | 249.5 M |
|
Northill AIMS LLC
✚
|
TX | 249.5 M |
|
Chancellor Financial Group LP
✚
|
PA | 249.3 M |
|
Cassedy Financial Group Inc
✚
|
FL | 248.4 M |
|
The Clifford Group LLC
✚
|
MA | 248.3 M |
|
Atwater Wealth Management Inc
✚
|
MA | 248.2 M |
|
Strive Financial Group LLC
✚
|
IN | 246.7 M |
|
New England Financial Planning Group LLC
✚
|
MA | 246.1 M |
|
Asempa LLC
✚
|
LA | 246.0 M |
|
Insight INV LLC
✚
|
CA | 245.7 M |