Intelligent Wealth Solutions LLC

RIASEC Registered
Total AUM
$961M
Discretionary
$961M
100% of AUM
Avg account
$305K
Accounts
3,156
Employees
6
Advisory reps
7

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

FINTRX

Overview

Intelligent Wealth Solutions LLC is an independent RIA that serves individual and family clients, with a business model that combines portfolio management and the selection of outside advisers. The firm is capital allocator in that it directs client capital into third-party managers and funds, and it also operates as an insurance broker. Intelligent Wealth Solutions is SEC registered (registration year 2019). Its advisory fees combine a percentage-of-assets structure with commission-based revenue. The firm does not identify as an active ESG investor. Its stated advisory focus is on discretionary portfolio management for individuals and small businesses and on sourcing other advisers or external managers to implement client strategies.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 55%, Exchange Traded Equities 30%, Cash & Cash Equivalents 15%55%
  • Public Funds/Mutual Funds55%
  • Exchange Traded Equities30%
  • Cash & Cash Equivalents15%

Owners & executives

3 of 3
  • Bennett Woodward

    Bennett Woodward

    Chief Investment OfficerCRD 4370808

  • John Chatmas

    John Chatmas

    Chief Executive OfficerCRD 2208046

  • Gery Sadzewicz

    Gery Sadzewicz

    Team CEOCRD 1090963

Contacts

3 of 4
  • Randy Flowers

    Randy Flowers

    Portfolio ManagerCRD 6933004

  • Logan Moulton

    Logan Moulton

    President of InvestmentsCRD 7158483

  • Henry Looney

    Henry Looney

    Investment AnalystCRD 7583537

Unlock 1 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth