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Wealth Intelligence, LLC

● SEC registered since 2024CRD 333253SEC# 801-131320Columbus, GA
Export (members)
Reg. AUM
$243.9M
Employees
5
Accounts
434
Location
Columbus, GA

Wealth Intelligence, LLC assets under management

Wealth Intelligence, LLC is an investment advisory firm registered with the SEC based in Columbus, GA. The firm has been registered since 2024. It reports $243.9 million in regulatory assets under management and employs 5 people.
www.instagram.com/wealth_intelView on SEC.gov ↗

Wealth Intelligence, LLC owners & executives

2 reported
NameTitleOwnershipSince
Alfredo Gonzalez ControlChief Compliance OfficerUnder 5%2024
Bryan Todd Oglesby ControlChief Executive OfficerOver 75%2018

Frequently asked questions

How much does Wealth Intelligence, LLC manage?

Wealth Intelligence, LLC reports $243.9 million in regulatory assets under management on its Form ADV.

How many employees does Wealth Intelligence, LLC have?

Wealth Intelligence, LLC reports 5 employees.

Where is Wealth Intelligence, LLC located?

Wealth Intelligence, LLC is based in Columbus, GA and has been SEC-registered since 2024.

Does Wealth Intelligence, LLC disclose fund performance?

Wealth Intelligence, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2900 Warm Springs Rd, Columbus, GA 30295
Phone706-571-2100
Office hours8:30 - 5
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$105.7M
Non-discretionary$138.1M
Total (RAUM)$243.9M