INTELLIGENT WORTH

INTELLIGENT WORTH is an SEC-registered investment adviser (CRD 289187). Regulatory assets under management: $351K.

Registration

• CRD: 289187
• Type: Registered investment adviser
• Phone: (301) 512-9729
• Latest filing: 2026-03-26
• Regulatory AUM: $351K
• Discretionary AUM: $351K
• Clients: 1
• Accounts: 3

Business model

Compensation: Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 289187 on SEC IAPD (source of record)
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