Unclaimed Profile

Gregory Stephen Wheeldon

INTELLIGENT INVESTMENT MANAGEMENT,LLP·DURANGO, Colorado

Clean record27 years registeredINTELLIGENT INVESTMENT MANAGEMENT,LLP

150 EAST 9TH ST, DURANGO, CO 81301CRD# 4376708Firm CRD# 108833

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Gregory Stephen Wheeldon · DURANGO, CO

Registration

CRD #4376708 · INTELLIGENT INVESTMENT MANAGEMENT,LLP · 27 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: INTELLIGENT INVESTMENT MANAGEMENT,LLP

TAFOYA BARRETT AND ASSOCIATES PC

Apr 2005 – Mar 2017

DURANGO, CO

BROWN WHEELDON TAFOYA AND BARRETT PC

Oct 2002 – Apr 2005

DURANGO, CO

INTELLIGENT INVESTMENT MANAGEMENT,LLP

Jan 1999 – Nov 2025

DURANGO, CO

Registrations & Exams

Registration record

First registered · January 1, 1999

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

INTELLIGENT INVESTMENT MANAGEMENT,LLP

CRD 108833 · SEC 801-64029

AUM

$37M

Regulatory assets under management

Employees

206 client accounts

Services offered by INTELLIGENT INVESTMENT MANAGEMENT,LLP

Per Form ADV

Financial planning

Portfolio management (individuals)

Market timing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at INTELLIGENT INVESTMENT MANAGEMENT,LLP →

Introduction

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Frequently Asked Questions

What services does Gregory Stephen Wheeldon offer?

Gregory Stephen Wheeldon specializes in Financial Planning, Investment Management.

What are Gregory Stephen Wheeldon's credentials?

Gregory Stephen Wheeldon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Gregory Stephen Wheeldon located?

Gregory Stephen Wheeldon is based in DURANGO, Colorado, last registered with INTELLIGENT INVESTMENT MANAGEMENT,LLP.

How does Gregory Stephen Wheeldon charge for services?

Gregory Stephen Wheeldon's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is INTELLIGENT INVESTMENT MANAGEMENT,LLP?

INTELLIGENT INVESTMENT MANAGEMENT,LLP has approximately 1 employees and manages $37M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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