INTELLIGENT WEALTH SOLUTIONS LLC

INTELLIGENT WEALTH SOLUTIONS LLC of AUSTIN, TX is an SEC-registered investment adviser (CRD 300403). Regulatory assets under management: $961.0M.

Registration

• CRD: 300403
• SEC file number: 801-114989
• Type: Registered investment adviser
• Location: 2801 VIA FORTUNA, SUITE 250, AUSTIN, TX, 78746
• Phone: 877-699-3258
• Latest filing: 2026-03-12
• Regulatory AUM: $961.0M
• Discretionary AUM: $961.0M
• Clients: 6
• Accounts: 3,156

Business model

Compensation: % of AUM, Commissions.

Clients served: High net worth, Charities.

Officers, owners & control persons (6)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 300403 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search