WEALTH INTELLIGENCE, LLC

COLUMBUS, Georgia·2 registered advisors·CRD# 333253
SEC# 801-1313201706-571-2100
01

Firm Overview

AUM
—
Regulatory assets under management
Employees
5
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Market timing services
Charitable organization or education services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at WEALTH INTELLIGENCE, LLC

2 registered advisors
Alfredo Gonzalez
COLUMBUS, Georgia
Bryan Todd Oglesby
COLUMBUS, Georgia
05

Office Locations

COLUMBUS, Georgia
2 advisors

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Data sourced from SEC Form ADV filings. WEALTH INTELLIGENCE, LLC (CRD# 333253) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.