# Intelliwealth Financial Advisors, Ltd

> Intelliwealth Financial Advisors, Ltd is a state-registered investment advisory firm in Plano, TX, registered since 2004, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 2, 2022.

- CRD: 132594
- Filed as: INTELLIWEALTH FINANCIAL ADVISORS, LTD
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Plano, TX
- Filing period: October 2026
- Form ADV filing dated: March 2, 2022
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/132594
- AdvisorCensus page: https://advisorcensus.com/firm/intelliwealth-financial-advisors-ltd-plano-tx-132594

## Quick answers

**How is Intelliwealth Financial Advisors, Ltd compensated?**
On its Form ADV (Item 5.E, October 2026), Intelliwealth Financial Advisors, Ltd reports these compensation arrangements: a percentage of assets under its management.

**Where is Intelliwealth Financial Advisors, Ltd located?**
Intelliwealth Financial Advisors, Ltd's principal office is in Plano, TX, according to its Form ADV.

**Is Intelliwealth Financial Advisors, Ltd registered with the SEC or a state?**
Intelliwealth Financial Advisors, Ltd is a state-registered investment advisory firm, registered since 2004. Status as filed: APPROVED. CRD 132594.

**How much does Intelliwealth Financial Advisors, Ltd manage?**
Intelliwealth Financial Advisors, Ltd reports $17,000,000 in regulatory assets under management in its Form ADV filing dated March 2, 2022 (100% discretionary).

**What types of clients does Intelliwealth Financial Advisors, Ltd serve?**
By number of clients on Form ADV Item 5.D: investment companies (78).

**Does Intelliwealth Financial Advisors, Ltd report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/132594

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $17,000,000
- Discretionary: $17,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Investment companies | 78 | $17,000,000 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |

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

### Firm details
- Registered since: 2004 (21 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- intelliwealth.net

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Intelliwealth Financial Advisors, Ltd (CRD 132594): Form ADV filing data as of October 2026.