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Sajal Emily Mutter

Investment adviser representative at Intelligent Wealth Solutions LLC
11 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

11 years in the industry.

  1. Intelligent Wealth Solutions LLCOct 2025 to now
  2. Waterloo CapitalOct 2025 to now
  3. SiemensMay 2024 to Aug 2024
  4. MedvetJun 2023 to Aug 2023
  5. Sherman WilliamsJun 2022 to Aug 2022
  6. StudentJan 2015 to Aug 2025

Exams passed

  • Series 65 · Uniform Investment Adviser Law2025

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
8185983
Firm CRD
300403
Advisor's SEC record (opens in a new tab)
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