SEC Form ADV

INTELLIGENT WEALTH SOLUTIONS LLC

Registered Investment AdviserTX
$961.0M
Assets Under Management
6
Employees
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Registration Details

Accession
crd-300403
Location
AUSTIN, TX
Filing Date
September 29, 2026
AUM
$961.0M
Employees
6
Amendment
No

Client Types

IndividualsHNW Individuals

About this Adviser

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