I
$961.0M Total AUM
$961.0M Disc. AUM
132.7% 3Y CAGR
6 Employees
3,156 ADV. Clients
7 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-01-2019
- Office Locations
- 3
Office Locations
2801 VIA Fortuna Suite 250 Austin TX
5555 Glenridge Connector Suite 200 Sandy Springs GA
-- Atlanta GA
About Intelligent Wealth Solutions LLC
Intelligent Wealth Solutions LLC is a Austin-based RIA with 3 offices. The firm has been operating for 7 years. Managing $961.0M in total assets under management, with 6 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Team overview
56 AVG AGE
$160.2M AVG AUM / ADVISOR
$304.5K AVG AUM / CLIENT
3.5 yrs AVG TENURE
6 Employees
6 Advisory Reps
6 RIA Reps
7yrs Firm Age
Insights
Available
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Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
B
BENNETT HAMPTON WOODWARD
Chief Investment Officer
- CRD
- #4370808
- Ownership
- 5% but less than 10%
Available
Available
Available
J
JOHN THOMAS CHATMAS JR
Chief Executive Officer
- CRD
- #2208046
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 3 owners & executives
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Randy Keith Flowers
--
- CRD
- #6933004
Available
Available
Available
H
Henry Guest Looney
--
- CRD
- #7583537
Available
Available
Available
Showing 2 of 7 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $961,026,206 | $304,508 |
| Non-Discretionary | $0 | -- |
| Total | $961,026,206 | $304,508 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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