| Name | Title | Ownership | Since |
|---|---|---|---|
| Bennett Hampton Woodward Control | Member | 5-10% | 2019 |
| Gery Joseph Sadzewicz | Chief Compliance Officer | Under 5% | 2019 |
| John Thomas Chatmas Control | Ceo | Under 5% | 2019 |
Intelligent Wealth Solutions LLC reports $632.4 million in regulatory assets under management on its Form ADV.
Intelligent Wealth Solutions LLC reports 5 employees.
Intelligent Wealth Solutions LLC is based in Austin, TX and has been SEC-registered since 2019.
Intelligent Wealth Solutions LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 2801 Via Fortuna, Suite 250, Austin, TX 78746 |
| Phone | 877-699-3258 |
| Office hours | 8;00a.m. - 5:00p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
| Discretionary | $632.4M |
| Non-discretionary | $0 |
| Total (RAUM) | $632.4M |