Waterloo Capital Management LLC is listed as Member at Intelligent Wealth Solutions LLC in Austin, TX. Form ADV reports a beneficial ownership band of 50-75%.
Reported ownership
Owns 50-75% of Intelligent Wealth Solutions LLC
Ownership band reported on Form ADV Schedule B
Frequently asked questions
Where does Waterloo Capital Management LLC work?
Waterloo Capital Management LLC is listed as Member at Intelligent Wealth Solutions LLC on SEC Form ADV.
How much of Intelligent Wealth Solutions LLC does Waterloo Capital Management LLC own?
Form ADV reports a beneficial ownership band of 50-75%.