Intelligent Wealth Solutions LLC
● SEC registered since 2019CRD 300403SEC# 801-114989Austin, TX
Reg. AUM
$961M
Employees
6
Accounts
3,156
Location
Austin, TX
Intelligent Wealth Solutions LLC assets under management
Intelligent Wealth Solutions LLC is a registered investment adviser overseen by the SEC based in Austin, TX. The firm has been registered since 2019. It reports $961 million in regulatory assets under management and employs 6 people.
Intelligent Wealth Solutions LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bennett Hampton Woodward Control | Member | 5-10% | 2019 |
| Gery Joseph Sadzewicz | Chief Compliance Officer | Under 5% | 2019 |
| John Thomas Chatmas Control | Ceo | Under 5% | 2019 |
See all 6 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Intelligent Wealth Solutions LLC manage?
Intelligent Wealth Solutions LLC reports $961 million in regulatory assets under management on its Form ADV.
How many employees does Intelligent Wealth Solutions LLC have?
Intelligent Wealth Solutions LLC reports 6 employees.
Where is Intelligent Wealth Solutions LLC located?
Intelligent Wealth Solutions LLC is based in Austin, TX and has been SEC-registered since 2019.
Does Intelligent Wealth Solutions LLC disclose fund performance?
Intelligent Wealth Solutions LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2801 Via Fortuna, Suite 250, Austin, TX 78746 |
| Phone | 877-699-3258 |
| Office hours | 8;00a.m. - 5:00p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$961M▲ 52%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 34%
Larger than 66% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$961Mregulatory AUM
Discretionary $961M