INTELLIGENT WEALTH SOLUTIONS LLC

AUSTIN, Texas·1 registered advisor·CRD# 300403
SEC# 801-1149891877-699-3258
01

Firm Overview

AUM
$277M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Commissions
03

Specialties

Investment Management
04

Advisors at INTELLIGENT WEALTH SOLUTIONS LLC

1 registered advisor
Bennett Hampton Woodward
AUSTIN, Texas
CFA
05

Office Locations

AUSTIN, Texas
1 advisor

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Data sourced from SEC Form ADV filings. INTELLIGENT WEALTH SOLUTIONS LLC (CRD# 300403) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.