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INTELLIGENT WEALTH SOLUTIONS LLC
CRD 300403File 801-114989
APPROVED
Retail clients
Custody
Filing as of Mar 12, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$961.0M
Above cohort median (national)
Discretionary AUM
$961.0M
Clients
3,156
3,156 accounts
Employees
6
Above cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Apr 12, 2019
- Principal office
- 2801 VIA FORTUNA, SUITE 250, AUSTIN, TX, 78746
- Phone
- 877-699-3258
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $961.0M
- Discretionary AUM
- $961.0M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 3,156
- Non-discretionary accounts
- 0
- Total accounts
- 3,156
- AUM per client
- $305K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 128 | $38.4M |
| Individuals (other than high net worth individuals) | 3,028 | $922.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Commissions
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.