INTELLIGENT WEALTH SOLUTIONS LLC
SEC Form ADV profile.
Total regulatory AUM
$961,026,206
Discretionary
$961,026,206
Non-discretionary
$0
Firm details
- CRD number
- 300403
- SEC file number
- 801-114989
- Main office
- AUSTIN, TX, United States
- Employees
- 6
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Commissions
As of October 2026.