Wealth Intelligence, LLC

RIASEC RegisteredEst. 2024
Total AUM
$247M
Discretionary
$247M
100% of AUM
Avg account
$598K
Accounts
414
Employees
5
Advisory reps
3

Firm details

Headquarters
Columbus, Georgia
CRD number
333253
Registered since
October 18, 2024
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

FINTRX

Overview

Wealth Intelligence, LLC is an independent SEC-registered registered investment adviser organized as an LLC and owned by an individual. The firm was registered with the SEC in 2024 and serves both individual/family and institutional clients. Its advisory work focuses on financial planning and portfolio management for individuals and small businesses. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Wealth Intelligence does not identify as an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator. The firm lists an industry affiliation with an insurance company.

Assets & Accounts

Public Holdings

Investments & Alternatives

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: Exchange Traded Equities 66%, Private Funds 32%, Cash & Cash Equivalents 2%66%
  • Exchange Traded Equities66%
  • Private Funds32%
  • Cash & Cash Equivalents2%

Contacts

3 of 3
  • Bryan Oglesby

    Bryan Oglesby

    FounderCRD 5295978

  • Alfredo Gonzalez

    Alfredo Gonzalez

    Financial AdvisorCRD 7492407

  • Andrew Fletcher

    Andrew Fletcher

    Financial AdvisorCRD 8274197

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 11

Active vs passive

$79.9M in ETFs

Passive

15%

$12.2M

Active

74%

$67.7M

ETFProviderStyleCategoryValueShares% of portfolio
FIRST TRUST CORE INVESTMENT GRADE ETF (FTCB)First TrustActiveIntermediate Core Bond$18.7M895,03623.36%

Location

Primary office

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth