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INTELLUS ADVISORS, LLC

NAPLES, FL · CRD 332883 · IAPD ↗ · intellusadvisors.com · 239-649-3600

$1.35BRegulatory AUM
9Advisory reps
15Employees
4Clients
More than 500Planning clients
0Private funds
26States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

72
April 2026 — INTELLUS ADVISORS, LLC grew from 7 to 9 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
78
April 2026 — INTELLUS ADVISORS, LLC reports More than 500 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
47
July 2025 — INTELLUS ADVISORS, LLC notice-filed in AZ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
February 2025 — INTELLUS ADVISORS, LLC reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
February 2025 — INTELLUS ADVISORS, LLC now reports custody of client assets ($24.5M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
72
February 2025 — INTELLUS ADVISORS, LLC grew from 5 to 7 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
75
February 2025 — INTELLUS ADVISORS, LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
50
November 2024 — INTELLUS ADVISORS, LLC notice-filed in AK, AL, CA, CO, CT, GA, IL, IN, LA, MA, MD, MI, NC, NE, NH, NJ, NV, NY, OH, PA, SC, TN, TX, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
October 2024 — INTELLUS ADVISORS, LLC (NAPLES, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 5 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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