WEALTH INTELLIGENCE, LLC
Firm details
- Headquarters
- COLUMBUS, Georgia
- CRD number
- 333253
- Registered since
- October 18, 2024
- Website
- www.wealthintel.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI78.77%
- Individuals20.34%
- Corporations / Businesses0.89%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Wealth Intelligence, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2024. The firm is individually owned and serves both individual/family and institutional clients. Its advisory scope centers on financial planning and portfolio management for individuals and small businesses, and it bills clients via a mix of percentage-of-AUM, hourly, and fixed-fee arrangements. The adviser is not positioned as a capital allocator, does not identify as an active ESG investor, and does not operate as a multi-state or pension consultant. The firm lists an insurance company among its industry affiliations.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities66%
- Private Funds32%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1CHRISTOPHER PAYNE
Chief Operating OfficerCRD 4913131
Contacts
3 of 3BRYAN OGLESBY
FounderCRD 5295978
Alfredo Gonzalez
Financial AdvisorCRD 7492407
Andrew Fletcher
CRD 8274197
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 11Active vs passive
$75.6M in ETFs
16%
$12.2M
75%
$63.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIRST TRUST CORE INVESTMENT GRADE ETF (FTCB) | First Trust | Active | Intermediate Core Bond | $19.7M | 942,180 | 26.11% |
Location
COLUMBUS, GA
MUSCOGEE
Location
COLUMBUS, GA
Headquartered in COLUMBUS, GA, anchoring the Columbus-Auburn-Opelika, GA-AL metro in the South.
- Metro area
- Columbus-Auburn-Opelika, GA-AL
- Region
- South
- County
- MUSCOGEE
- Address
- 2900 Warm Springs Rd
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
TOWNSEND WEALTH MANAGEMENT
RIACOLUMBUS, GA
MOMENTUM WEALTH MANAGEMENT
RIACOLUMBUS, GA
GREATMARK INVESTMENT PARTNERS, INC.
RIACOLUMBUS, GA
MARS CAPITAL MANAGEMENT LLC
RIACOLUMBUS, GA
FLUID FINANCIAL PLANNING, LLC
RIACOLUMBUS, GA
KEYSTONE FINANCIAL GROUP, INC.
RIAAtlanta, GA