John Thomas Chatmas
Investment adviser representative at Intelligent Wealth Solutions LLC
15 yearsExperience
1 stateRegistered in
$961MFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
15 years in the industry.
- Intelligent Wealth Solutions LLCApr 2019 to now
- Waterloo CapitalJan 2011 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1994
State registrations
Registered as an investment adviser representative in 1 state (TX).
Intelligent Wealth Solutions LLC
$961MAssets managed
3,156Clients
6Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2208046
- Firm CRD
- 300403