SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Intelligent Wealth Solutions LLC
Austin, TX
CRD 300403
Firm filing updated March 12, 2026 ·
- $961MAssets
- 3,156Clients
- 6Advisory staff
- 3,156Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- CommissionsYes
- Hourly chargesNo
- Fixed feesNo
- Subscription fees (for a newsletter or periodical)No
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals3,028
- High net worth individuals128
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 3,028 | $922.6 million |
| High net worth individuals | 128 | $38.4 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisors (including private fund managers)
- Portfolio management for individuals and/or small businesses
- Selection of other advisors (including private fund managers)
Assets and accounts
- Regulatory assets$961.0 million
- Accounts3,156
- DiscretionaryAll accounts
People
- Employees6
- Advisory staff6
- Broker-dealer reps0
- Licensed insurance agents1
- Planning clients0
Advisors
4 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 300403, SEC file 801-114989.
- Registered with the SEC as an investment advisor (status date on record: April 12, 2019).
Is Intelligent Wealth Solutions LLC a fiduciary?
Short answer: Intelligent Wealth Solutions LLC is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
1 staff member is a licensed insurance agent and the firm is itself an insurance broker or agent.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.