Intelligent Wealth Solutions LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Austin, TX. Its latest Form ADV filing, dated March 12, 2026, reports $961M in regulatory assets under management, 6 employees, 1 office, and 3,156 accounts.
Assets Under Management
$961M
Employees
6
Offices
1 office
Total Clients
3,156
Primary office
AUSTIN, TX
2801 VIA FORTUNA, SUITE 250, AUSTIN, TX, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Commissions
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 95.9% of total clients.
Top client categories% of clientsClients
1
Individuals
95.9%
3,028
2
HNWI
4.1%
128
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$961Mas of March 12, 2026
Discretionary100.0%
$961M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$961M
Total Accounts3,156
10Y AUM Change+$961M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee526:1
10Y Employee Change+4 (+200.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.