Intelligent Wealth Solutions LLC
Austin, TX·SEC-registered · CRD #300403
Intelligent Wealth Solutions LLC is an SEC-registered investment advisory firm in Austin, TX managing $961M across 3.2k client accounts, with 6 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$961M
Client accounts
3.2k
Advisory staff
6
Fee model
Fee-only
How Intelligent Wealth Solutions LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Intelligent Wealth Solutions LLC
How much does Intelligent Wealth Solutions LLC manage?
Per its most recent SEC Form ADV filing (03/12/2026), Intelligent Wealth Solutions LLC reports $961M in regulatory assets under management across roughly 3.2k client accounts.
How does Intelligent Wealth Solutions LLC charge?
Intelligent Wealth Solutions LLC is a fee-only firm. Its disclosed compensation arrangements are: % of assets, Performance-based. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Intelligent Wealth Solutions LLC a fiduciary?
Yes. Intelligent Wealth Solutions LLC is registered with the U.S. Securities and Exchange Commission (CRD #300403), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Intelligent Wealth Solutions LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Intelligent Wealth Solutions LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Intelligent Wealth Solutions LLC's public SEC Form ADV filing (CRD #300403, filed 03/12/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Intelligent Wealth Solutions LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Intelligent Wealth Solutions LLC? Claim this profile.