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INTELLIGENT CAPITALWORKS
ICW INVESTMENT ADVISORS, LLC
CRD 135081 · SEC 801-64460
16427 NORTH SCOTTSDALE ROAD, SUITE 350, SCOTTSDALE, AZ, 85254-1595, United States
Phone
480-951-2900
Fax
480-951-2922
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$376.6M
Discretionary AUM
$376.6M
Team
6 total employees; 4 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 17 | $8.5M |
| High net worth individuals | 79 | $352.9M |
| Pension/profit sharing plans | 1 | $5.3M |
| Charitable organizations | 2 | $9.9M |
States served
AZ, CA, DE, LA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD