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INTELLECTUS PARTNERS, LLC

SAN FRANCISCO, CA · CRD 173140 · IAPD ↗ · 415-795-7830

$2.98BRegulatory AUM
6Advisory reps
13Employees
0Clients
11-25Planning clients
7Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

75
October 2026 — INTELLECTUS PARTNERS, LLC reported RAUM up 90% ($1.57B -> $2.98B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
47
April 2025 — INTELLECTUS PARTNERS, LLC notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2025 — INTELLECTUS PARTNERS, LLC reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.