# INTELLIWEALTH FINANCIAL ADVISORS, LTD

INTELLIWEALTH FINANCIAL ADVISORS, LTD of PLANO, TX is an SEC-registered investment adviser.

## Registration

- CRD: 132594
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/132594/brochure
- Similar advisers: https://search.stillhousedata.com/firm/132594/similar
- Related entities: https://search.stillhousedata.com/firm/132594/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/132594

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.