The INTELLIGENT WEALTH SOLUTIONS is a privately held investment adviser that advises $3.22Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. INTELLIGENT WEALTH SOLUTIONS is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 324.51% over the last 5-years.
The Group has been registered with the SEC for 21.4 years and is comprised of 2 filing and 0 relying advisers. They operate out of 11 office locations with their Headquarters at 2801 VIA FORTUNA SUITE 250, AUSTIN, TEXAS. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 70 employees comprised of 50 investment and 20 non-investment staff. The total number of Employees increased by 191.67% over the last 5-years.
Their $3.22Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 188 other accounts. Assets of High Net Worth Individuals clients own $1.69Bn or 52.42% of Total Assets and Individuals own $1.31Bn or 40.56% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 3 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
INTELLIGENT WEALTH SOLUTIONS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.