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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-18-2024
- Office Locations
- 1
Office Locations
About Wealth Intelligence, LLC
Wealth Intelligence LLC is an SEC-registered RIA providing financial planning, capital management, and business consulting, paired with concierge and family office-style support. The firm works with business owners, pre/retirees, multigenerational families, and veterans, and manages investment strategies in-house with a focus on portfolio construction using ETFs and other pooled vehicles. Schwab is a key client portal/custody relationship.
Team overview
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CRM
Custodian
Investment Themes
Investment Vehicles
Platform
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Owner & Executives
BRYAN TODD OGLESBY
Chief Executive Officer, Wealth Advisor
- CRD
- #5295978
- Ownership
- 75% or more
Alfredo Gonzalez
Associate
- CRD
- #7492407
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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Andrew Hand Fletcher
--
- CRD
- #8274197
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $247,495,975 | $597,816 |
| Non-Discretionary | $0 | -- |
| Total | $247,495,975 | $597,816 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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