Wealth Intelligence, LLC
● SEC registered since 2024CRD 333253SEC# 801-131320Columbus, GA
Reg. AUM
$247.5M
Employees
5
Accounts
414
Location
Columbus, GA
Wealth Intelligence, LLC assets under management
Wealth Intelligence, LLC is an investment advisory firm registered with the SEC based in Columbus, GA. The firm has been registered since 2024. It reports $247.5 million in regulatory assets under management and employs 5 people.
Wealth Intelligence, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alfredo Gonzalez Control | Strategic Compliance Officer | Under 5% | 2024 |
| Bryan Todd Oglesby Control | Chief Executive Officer | Over 75% | 2018 |
| Christopher Lee Payne | Chief Compliance Officer | Under 5% | 2025 |
Frequently asked questions
How much does Wealth Intelligence, LLC manage?
Wealth Intelligence, LLC reports $247.5 million in regulatory assets under management on its Form ADV.
How many employees does Wealth Intelligence, LLC have?
Wealth Intelligence, LLC reports 5 employees.
Where is Wealth Intelligence, LLC located?
Wealth Intelligence, LLC is based in Columbus, GA and has been SEC-registered since 2024.
Does Wealth Intelligence, LLC disclose fund performance?
Wealth Intelligence, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2900 Warm Springs Rd, Columbus, GA 30295 |
| Phone | 706-571-2100 |
| Office hours | 8:30 - 5 |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$247.5M▲ 1%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 68%
Larger than 32% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$247.5Mregulatory AUM
Discretionary $247.5M