Intelligent Wealth Solutions LLC

CRD 300403 · Austin, TX · $961.0M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 300403
SEC number: 801-114989
Firm type: RIA
Assets under management: $961.0M as of Mar 12, 2026
Website: Not yet retrieved from the source record
Phone: 877-699-3258
Address: 2801 Via Fortuna, Austin, TX, 78746

Advisors at this firm

6 in our index · page 1 of 1

John Thomas ChatmasCRD 2208046 · Austin, TX

IA Registered

Disclosure event(s) on record
Randy Keith FlowersCRD 6933004 · Austin, TX

IA RegisteredRegistration inactive
Henry Guest LooneyCRD 7583537 · Austin, TX

IA Registered
Sajal Emily MutterCRD 8185983 · Austin, TX

IA Registered
Logan Pearce MoultonCRD 7158483 · Sandy Springs, GA

IA RegisteredRegistration inactive
Bennett Hampton WoodwardCRD 4370808 · Atlanta, GA

IA Registered

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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