Intelligent Wealth Solutions LLC

Overview

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