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IDEOLOGY WEALTH ADVISORS, LLC
CRD 292923
8150 N CENTRAL EXPY, 10TH FLOOR, DALLAS, TX, 75206, United States
Phone
469-275-8028
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$104.5M
Discretionary AUM
$90.0M
Team
4 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 10 | $5.0M |
| High net worth individuals | 45 | $85.0M |
| Pension/profit sharing plans | 4 | $14.5M |
All web addresses on file
Official SEC filing: View on IAPD