INTELLIGENT WEALTH SOLUTIONS LLC
Firm details
- Headquarters
- AUSTIN, Texas
- CRD number
- 300403
- Registered since
- April 12, 2019
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Commissions
- Client types
- Individuals96%
- HNWI4%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Intelligent Wealth Solutions LLC is an SEC-registered limited liability company that acts as a capital allocator and adviser to individual and family clients. Registered in 2019, the firm combines portfolio management for individuals and small businesses with the selection of third‑party advisers, and also operates as an insurance broker. Its fees include a percentage of assets under management plus commissions, reflecting a mix of advisory and brokerage activity. The snapshot classifies the adviser as unclassified and does not list it as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds55%
- Exchange Traded Equities30%
- Cash & Cash Equivalents15%
Owners & executives
2 of 2JOHN CHATMAS
Chief Executive OfficerCRD 2208046
BENNETT WOODWARD
Chief Investment OfficerCRD 4370808
Contacts
3 of 5SAJAL MUTTER
Junior AnalystCRD 8185983
Logan Moulton
President of InvestmentsCRD 7158483
Randy Flowers
Portfolio ManagerCRD 6933004
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
AUSTIN, TX
TRAVIS
Location
AUSTIN, TX
Headquartered in AUSTIN, TX, in the South of the United States.
- Region
- South
- County
- TRAVIS
- Address
- 2801 Via Fortuna
- Time zone
- CT (UTC-6)
- Office locations
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