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WEALTH INTELLIGENCE, LLC

COLUMBUS, GA · CRD 333253 · IAPD ↗ · 706-571-2100

$247.5MRegulatory AUM
3Advisory reps
5Employees
0Clients
101-250Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
February 2026 — WEALTH INTELLIGENCE, LLC reports 101-250 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
48
March 2025 — WEALTH INTELLIGENCE, LLC notice-filed in AL, CO, LA, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
March 2025 — WEALTH INTELLIGENCE, LLC now reports custody of client assets ($348,462).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
70
March 2025 — WEALTH INTELLIGENCE, LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
95
November 2024 — WEALTH INTELLIGENCE, LLC (COLUMBUS, GA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 0 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.