← Back to search
INTELLIGENT WEALTH SOLUTIONS LLC
CRD 300403 · SEC 801-114989
2801 VIA FORTUNA, SUITE 250, AUSTIN, TX, 78746, United States
Phone
877-699-3258
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$961.0M
Discretionary AUM
$961.0M
Team
6 total employees; 6 advisory reps
Clients
0
Fees
Percentage of AUM; Commissions
Org form
Limited Liability Company
Filing date
2026-03-12
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 3028 | $922.6M |
| High net worth individuals | 128 | $38.4M |
States served
GA, TX
Official SEC filing: View on IAPD