INTELLIWEALTH FINANCIAL ADVISORS, LTD

INTELLIWEALTH FINANCIAL ADVISORS, LTD of PLANO, TX is an SEC-registered investment adviser (CRD 132594). Regulatory assets under management: $17.0M.

Registration

• CRD: 132594
• Type: Registered investment adviser
• Location: 5465 LEGACY DRIVE, PLANO, TX, 75024
• Phone: 9727312683
• Latest filing: 2022-03-02
• Regulatory AUM: $17.0M
• Discretionary AUM: $17.0M
• Clients: 2
• Accounts: 78

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 132594 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search