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WEALTH INTELLIGENCE, LLC
CRD 333253 · SEC 801-131320
2900 WARM SPRINGS RD, COLUMBUS, GA, 30295, United States
Phone
706-571-2100
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$247.5M
Discretionary AUM
$247.5M
Team
5 total employees; 3 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 195 | $50.3M |
| High net worth individuals | 32 | $195.0M |
| Corporations/business entities | 1 | $2.2M |
States served
AL, CO, GA, LA, TX
All web addresses on file
Official SEC filing: View on IAPD