Overview
Assets Under Management: $632 million
Headquarters: AUSTIN, TX
High-Net-Worth Clients: 97
Average Client Assets: $260,782
Frequently Asked Questions
INTELLIGENT WEALTH SOLUTIONS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #300403), INTELLIGENT WEALTH SOLUTIONS LLC is subject to fiduciary duty under federal law.
INTELLIGENT WEALTH SOLUTIONS LLC is headquartered in AUSTIN, TX.
INTELLIGENT WEALTH SOLUTIONS LLC serves 97 high-net-worth clients according to their SEC filing dated May 27, 2025. View client details ↓
According to their SEC Form ADV, INTELLIGENT WEALTH SOLUTIONS LLC offers portfolio management for individuals and selection of other advisors. View all service details ↓
INTELLIGENT WEALTH SOLUTIONS LLC manages $632 million in client assets according to their SEC filing dated May 27, 2025.
According to their SEC Form ADV, INTELLIGENT WEALTH SOLUTIONS LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 97
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 4.00
Average High-Net-Worth Client Assets: $260,782
Total Client Accounts: 2,473
Discretionary Accounts: 2,473
Regulatory Filings
CRD Number: 300403
Filing ID: 1993180
Last Filing Date: 2025-05-27 12:15:00
Website: https://gscomplianceconsulting.com