Waterloo Capital, L.P. is listed as Member at Intelligent Wealth Solutions LLC in Austin, TX. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of Intelligent Wealth Solutions LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Waterloo Capital, L.P. work?
Waterloo Capital, L.P. is listed as Member at Intelligent Wealth Solutions LLC on SEC Form ADV.
How much of Intelligent Wealth Solutions LLC does Waterloo Capital, L.P. own?
Form ADV reports a beneficial ownership band of Over 75%.