SEC Form ADV

INTELLIGENT WEALTH SOLUTIONS LLC

Registered Investment AdviserTX
$961.0M
Assets Under Management
3,156
Total Clients
Get LP Contact Details

Registration Details

Accession
CRD-300403
Location
AUSTIN, TX
Filing Date
March 12, 2026
AUM
$961.0M
Total Clients
3,156
Amendment
No

About this Adviser

INTELLIGENT WEALTH SOLUTIONS LLC is a registered investment adviser headquartered in AUSTIN, TX, managing approximately $961.0M in assets across 3,156 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.