# Intelligent Wealth Solutions LLC

> Intelligent Wealth Solutions LLC is an SEC-registered investment advisory firm in Austin, TX, registered since 2019, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated September 29, 2026.

- CRD: 300403
- Filed as: INTELLIGENT WEALTH SOLUTIONS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Austin, TX
- Filing period: October 2026
- Form ADV filing dated: September 29, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/300403
- AdvisorCensus page: https://advisorcensus.com/firm/intelligent-wealth-solutions-llc-austin-tx-300403

## Quick answers

**How is Intelligent Wealth Solutions LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Intelligent Wealth Solutions LLC reports these compensation arrangements: a percentage of assets under its management; commissions.

**Where is Intelligent Wealth Solutions LLC located?**
Intelligent Wealth Solutions LLC's principal office is in Austin, TX, according to its Form ADV; the October 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Intelligent Wealth Solutions LLC registered with the SEC or a state?**
Intelligent Wealth Solutions LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 300403.

**How much does Intelligent Wealth Solutions LLC manage?**
Intelligent Wealth Solutions LLC reports $961,026,206 in regulatory assets under management in its Form ADV filing dated September 29, 2026 (100% discretionary).

**How have Intelligent Wealth Solutions LLC's assets and staff changed since 2021?**
In the Form ADV data for Intelligent Wealth Solutions LLC: Regulatory assets under management: $39,877,779 in the October 2021 data and $961,026,206 in the October 2026 data, up 2310%. Total employees: 2 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Intelligent Wealth Solutions LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (3,028); high net worth individuals (128).

**Which custodians does Intelligent Wealth Solutions LLC use?**
Intelligent Wealth Solutions LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Distributors Company LLC as custodians holding 10% or more of its separately managed account assets.

**Does Intelligent Wealth Solutions LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/300403

**Does Intelligent Wealth Solutions LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 12, 2026 says: "IWS generally imposes a minimum account size of $100,000. The account minimum may be waived by the firm in its sole discretion."

**What changed in Intelligent Wealth Solutions LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $632,396,939 to $961,026,206 (+52%). Employees performing advisory functions went from 4 to 6.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Commissions

### Fees and minimums (Form ADV Part 2A brochure dated March 12, 2026)

- Account minimum: $100,000 (the brochure says it may be waived or negotiated)

> IWS generally imposes a minimum account size of $100,000. The account minimum may be waived by the firm in its sole discretion.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Distributors Company LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $961,026,206
- Discretionary: $961,026,206
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 3,028 | $922,585,158 |
| High net worth individuals | 128 | $38,441,048 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2019 (7 years)
- Employees: 6 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Atlanta, GA

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $39,877,779 | 2 | March 1, 2021 |
| October 2022 | $57,537,741 | 2 | July 12, 2022 |
| October 2023 | $99,799,399 | 2 | September 12, 2023 |
| October 2024 | $277,387,629 | 2 | February 20, 2024 |
| October 2025 | $632,396,939 | 5 | May 27, 2025 |
| October 2026 | $961,026,206 | 6 | September 29, 2026 |

Regulatory assets under management: $39,877,779 in the October 2021 data and $961,026,206 in the October 2026 data, up 2310%.
Total employees: 2 in October 2021 and 6 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $632,396,939 to $961,026,206 (+52%).
- Employees performing advisory functions went from 4 to 6.

### December 2025
- Registered or notice-filed in GA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Intelligent Wealth Solutions LLC (CRD 300403): Form ADV filing data as of October 2026.