Intelligent Wealth Solutions LLC
Firm details
- Headquarters
- Austin, Texas
- CRD number
- 300403
- Registered since
- April 12, 2019
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Commissions
- Client types
- Individuals96%
- HNWI4%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Intelligent Wealth Solutions LLC is an independent RIA that serves individual and family clients, with a business model that combines portfolio management and the selection of outside advisers. The firm is capital allocator in that it directs client capital into third-party managers and funds, and it also operates as an insurance broker. Intelligent Wealth Solutions is SEC registered (registration year 2019). Its advisory fees combine a percentage-of-assets structure with commission-based revenue. The firm does not identify as an active ESG investor. Its stated advisory focus is on discretionary portfolio management for individuals and small businesses and on sourcing other advisers or external managers to implement client strategies.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds55%
- Exchange Traded Equities30%
- Cash & Cash Equivalents15%
Owners & executives
3 of 3
Bennett Woodward
Chief Investment OfficerCRD 4370808

John Chatmas
Chief Executive OfficerCRD 2208046

Gery Sadzewicz
Team CEOCRD 1090963
Contacts
3 of 4
Randy Flowers
Portfolio ManagerCRD 6933004

Logan Moulton
President of InvestmentsCRD 7158483

Henry Looney
Investment AnalystCRD 7583537
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Austin, TX
Travis
Location
Austin, TX
Headquartered in Austin, TX, in the South of the United States.
- Region
- South
- County
- Travis
- Address
- 2801 Via Fortuna
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Militia Capital Management, LLC
RIAAustin, TX
Revival Healthcare Capital LLC
RIAAustin, TX
Arvin Capital Management LP
RIAAustin, TX
Christopher & Co, LLC
RIAAustin, TX
Richard P. Slaughter Associates, Inc.
RIAAustin, TX
Distributed Global Manager LP
RIAAustin, TX