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INTELLIGENT WEALTH SOLUTIONS LLC

AUSTIN, TX · CRD 300403 · IAPD ↗ · 877-699-3258

$961.0MRegulatory AUM
6Advisory reps
6Employees
0Clients
0Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

68
April 2026 — INTELLIGENT WEALTH SOLUTIONS LLC reported RAUM up 52% ($632.4M -> $961.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2026 — INTELLIGENT WEALTH SOLUTIONS LLC grew from 4 to 6 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
45
December 2025 — INTELLIGENT WEALTH SOLUTIONS LLC notice-filed in GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2025 — INTELLIGENT WEALTH SOLUTIONS LLC crossed $500M in regulatory AUM ($277.4M -> $632.4M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
71
April 2025 — INTELLIGENT WEALTH SOLUTIONS LLC grew from 1 to 4 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
73
March 2024 — INTELLIGENT WEALTH SOLUTIONS LLC reported RAUM up 178% ($99.8M -> $277.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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