# Stifel Wealth Tracker

> Stifel Wealth Tracker is an SEC-registered investment advisory firm in St. Louis, MO, registered since 2018, with no regulatory assets under management reported in its Form ADV filing dated March 25, 2026.

- CRD: 291897
- Filed as: STIFEL WEALTH TRACKER
- Legal name: Intyce, LLC
- Also doing business as: STIFEL WEALTH TRACKER
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: St. Louis, MO
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/291897
- AdvisorCensus page: https://advisorcensus.com/firm/stifel-wealth-tracker-st-louis-mo-291897

## Quick answers

**How is Stifel Wealth Tracker compensated?**
On its Form ADV (Item 5.E, October 2026), Stifel Wealth Tracker reports these compensation arrangements: other.

**Where is Stifel Wealth Tracker located?**
Stifel Wealth Tracker's principal office is in St. Louis, MO, according to its Form ADV.

**Is Stifel Wealth Tracker registered with the SEC or a state?**
Stifel Wealth Tracker is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 291897.

**How have Stifel Wealth Tracker's assets and staff changed since 2021?**
In the Form ADV data for Stifel Wealth Tracker: Total employees: 4 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**Does Stifel Wealth Tracker 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/291897

## From the Form ADV filing

### Compensation (Item 5.E)
- Other

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $0 |
| High net worth individuals | Fewer than 5 | $0 |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Investment companies | Not reported | $0 |
| Business development companies | Not reported | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | Not reported | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $0 |
| Charitable organizations | Fewer than 5 | $0 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $0 |
| Other investment advisers | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | $0 |
| Corporations or other businesses not listed above | Fewer than 5 | $0 |

### Advisory services (Item 5.G)
- Other

### Firm details
- Registered since: 2018 (8 years)
- Employees: 4 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- intyce.com
- stifel.com/tracker
- stifelwealthtracker.com
- tracker.stifel.com
- Instagram @stifeltracker
- Instagram @stifelwealthtracker
- LinkedIn @stifelwealthtracker
- X @StifelTracker

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | Not reported | 4 | March 17, 2021 |
| October 2022 | Not reported | 4 | March 30, 2022 |
| October 2023 | Not reported | 4 | March 29, 2023 |
| October 2024 | Not reported | 4 | March 21, 2024 |
| October 2025 | Not reported | 4 | March 28, 2025 |
| October 2026 | Not reported | 4 | March 25, 2026 |

Total employees: 4 in October 2021 and 4 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Stifel Wealth Tracker (CRD 291897): Form ADV filing data as of October 2026.