Wealth Intelligence, LLC
Firm details
- Headquarters
- Columbus, Georgia
- CRD number
- 333253
- Registered since
- October 18, 2024
- Website
- www.wealthintel.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI78.77%
- Individuals20.34%
- Corporations / Businesses0.89%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Wealth Intelligence, LLC is an independent, privately owned registered investment adviser organized as an LLC and registered with the SEC in 2024. The firm serves both individual/family clients and institutional investors, providing financial planning and portfolio management for individuals and small businesses. Compensation is flexible and includes a percentage-of-AUM model along with hourly and fixed-fee arrangements. The firm does not characterize itself as an active ESG investor, is not a multi-state adviser, and does not operate as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities66%
- Private Funds32%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1
Christopher Payne
Chief Operating OfficerCRD 4913131
Contacts
3 of 3
Bryan Oglesby
FounderCRD 5295978
Alfredo Gonzalez
Financial AdvisorCRD 7492407
Andrew Fletcher
Financial AdvisorCRD 8274197
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 11Active vs passive
$79.9M in ETFs
15%
$12.2M
74%
$67.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIRST TRUST CORE INVESTMENT GRADE ETF (FTCB) | First Trust | Active | Intermediate Core Bond | $18.7M | 895,036 | 23.36% |
Location
Columbus, GA
Muscogee
Location
Columbus, GA
Headquartered in Columbus, GA, anchoring the Columbus-Auburn-Opelika, GA-AL metro in the South.
- Metro area
- Columbus-Auburn-Opelika, GA-AL
- Region
- South
- County
- Muscogee
- Address
- 2900 Warm Springs Rd
- Time zone
- ET (UTC-5)
- Office locations
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