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 SEC-registered registered investment adviser organized as an LLC and owned by an individual. The firm was registered with the SEC in 2024 and serves both individual/family and institutional clients. Its advisory work focuses on financial planning and portfolio management for individuals and small businesses. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Wealth Intelligence does not identify as an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator. The firm lists an industry affiliation with an insurance company.
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%
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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