# Wealth Intelligence, LLC

> Wealth Intelligence, LLC is an SEC-registered investment advisory firm in Columbus, GA, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 6, 2026.

- CRD: 333253
- Filed as: WEALTH INTELLIGENCE, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Columbus, GA
- Filing period: October 2026
- Form ADV filing dated: September 6, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/333253
- AdvisorCensus page: https://advisorcensus.com/firm/wealth-intelligence-llc-columbus-ga-333253

## Quick answers

**How is Wealth Intelligence, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Wealth Intelligence, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

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

**Is Wealth Intelligence, LLC registered with the SEC or a state?**
Wealth Intelligence, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 333253.

**How much does Wealth Intelligence, LLC manage?**
Wealth Intelligence, LLC reports $247,495,975 in regulatory assets under management in its Form ADV filing dated September 6, 2026 (100% discretionary).

**How have Wealth Intelligence, LLC's assets and staff changed since 2025?**
In the Form ADV data for Wealth Intelligence, LLC: Regulatory assets under management: $243,874,109 in the October 2025 data and $247,495,975 in the October 2026 data, up 1%. Total employees: 5 in October 2025 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Wealth Intelligence, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (195); high net worth individuals (32); corporations or other businesses not listed above (1).

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

**Does Wealth Intelligence, 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/333253

**Does Wealth Intelligence, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated January 26, 2026 says: "Our standard minimum account size for investment advisory relationships is $2,000,000." "Wealth Intelligence may, in its sole discretion, waive or reduce this minimum or charge a lower advisory fee in appropriate circumstances"

**What changed in Wealth Intelligence, LLC's recent Form ADV filings?**
In the October 2026 filing data: Changed its office addresses in Zebulon, GA. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated January 26, 2026)

- Account minimum: $2,000,000 (the brochure says it may be waived or negotiated)

> Our standard minimum account size for investment advisory relationships is $2,000,000.

> Wealth Intelligence may, in its sole discretion, waive or reduce this minimum or charge a lower advisory fee in appropriate circumstances

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.

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: $247,495,975
- Discretionary: $247,495,975
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 195 | $50,341,950 |
| High net worth individuals | 32 | $194,958,205 |
| Corporations or other businesses not listed above | 1 | $2,195,820 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2024 (1 year)
- Employees: 5 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, CO, GA, LA, 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
- Zebulon, GA

### Websites listed on Form ADV (Item 1.I)
- wealthintel.com
- Facebook @WealthIntelligence1
- Instagram @wealth_intel
- LinkedIn @wealth-intelligence-rjfs

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $243,874,109 | 5 | February 17, 2025 |
| October 2026 | $247,495,975 | 5 | September 6, 2026 |

Regulatory assets under management: $243,874,109 in the October 2025 data and $247,495,975 in the October 2026 data, up 1%.
Total employees: 5 in October 2025 and 5 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Changed its office addresses in Zebulon, GA.
- Updated its list of owners and control persons (Schedule A).

### November 2025
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wealth Intelligence, LLC (CRD 333253): Form ADV filing data as of October 2026.