INTUITIVE WEALTH MANAGEMENT, LLC

INTUITIVE WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 298098). Regulatory assets under management: $45.2M.

Registration

• CRD: 298098
• Type: Registered investment adviser
• Phone: 630-268-0457
• Latest filing: 2026-02-27
• Regulatory AUM: $45.2M
• Discretionary AUM: $43.9M
• Non-discretionary AUM: $1.3M
• Clients: 1
• Accounts: 153

Business model

Compensation: % of AUM.

Clients served: 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 298098 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search