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 registered investment adviser that began its SEC registration in 2024. The firm serves both individuals/families and institutional clients, positioning itself around financial planning and discretionary portfolio management for individuals and small businesses. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm reports no emphasis on ESG investing and does not identify as a multi-state adviser.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities66%
- Private Funds32%
- Cash & Cash Equivalents2%
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 12Active vs passive
$82.8M in ETFs
15%
$12M
76%
$70.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIRST TRUST CORE INVESTMENT GRADE ETF (FTCB) | First Trust | Active | Intermediate Core Bond | $17.8M | 903,374 | 21.53% |
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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