INTELLIGENT WEALTH SOLUTIONS LLC
CRD #300403 SEC #801-114989 AUSTIN, TX 877-699-3258
SEC Registered
Total AUM
$632.4M
Discretionary
$632.4M
Employees
5
Clients
0
Accounts
2,473
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $632.4M | $632.4M | $0 | 5 | 0 |
| May 2025 | $632.4M | $632.4M | $0 | 5 | 0 |
| Mar 2025 | $632.4M | $632.4M | $0 | 5 | 0 |
| Dec 2024 | $277.4M | $277.4M | $0 | 2 | 0 |
| Feb 2024 | $277.4M | $277.4M | $0 | 2 | 0 |
| Dec 2023 | $99.8M | $99.8M | $0 | 2 | 0 |
| Dec 2023 | $99.8M | $99.8M | $0 | 2 | 0 |
| Sep 2023 | $99.8M | $99.8M | $0 | 2 | 0 |
| Sep 2023 | $99.8M | $99.8M | $0 | 2 | 0 |
| Mar 2023 | $99.8M | $99.8M | $0 | 2 | 0 |
| Feb 2023 | $99.8M | $99.8M | $0 | 2 | 0 |
| Jan 2023 | $57.5M | $57.5M | $0 | 2 | 0 |
| Jan 2023 | $57.5M | $57.5M | $0 | 2 | 0 |
| Oct 2022 | $57.5M | $57.5M | $0 | 2 | 0 |
| Jul 2022 | $57.5M | $57.5M | $0 | 2 | 0 |
| Mar 2022 | $57.5M | $57.5M | $0 | 2 | 0 |
| Mar 2021 | $39.9M | $39.9M | $0 | 2 | 0 |
| Jun 2020 | $28.7M | $28.7M | $0 | 2 | 0 |
| Jun 2020 | $28.7M | $28.7M | $0 | 2 | 0 |
| May 2020 | $28.7M | $28.7M | $0 | 2 | 0 |
| Mar 2020 | $28.7M | $28.7M | $0 | 2 | 0 |
| Feb 2020 | $0 | $0 | $0 | 2 | 0 |
| Aug 2019 | $0 | $0 | $0 | 2 | 0 |
| Jul 2019 | $0 | $0 | $0 | 2 | 0 |
| May 2019 | $0 | $0 | $0 | 2 | 0 |
| Apr 2019 | $0 | $0 | $0 | 2 | 0 |
| Mar 2019 | $0 | $0 | $0 | 2 | 0 |
| Mar 2019 | $0 | $0 | $0 | 2 | 0 |
| Mar 2019 | $0 | $0 | $0 | 0 | 0 |
DateSep 2025
Total AUM$632.4M
Discretionary$632.4M
Non-Disc.$0
Employees5
Clients0
DateMay 2025
Total AUM$632.4M
Discretionary$632.4M
Non-Disc.$0
Employees5
Clients0
DateMar 2025
Total AUM$632.4M
Discretionary$632.4M
Non-Disc.$0
Employees5
Clients0
DateDec 2024
Total AUM$277.4M
Discretionary$277.4M
Non-Disc.$0
Employees2
Clients0
DateFeb 2024
Total AUM$277.4M
Discretionary$277.4M
Non-Disc.$0
Employees2
Clients0
DateDec 2023
Total AUM$99.8M
Discretionary$99.8M
Non-Disc.$0
Employees2
Clients0
DateDec 2023
Total AUM$99.8M
Discretionary$99.8M
Non-Disc.$0
Employees2
Clients0
DateSep 2023
Total AUM$99.8M
Discretionary$99.8M
Non-Disc.$0
Employees2
Clients0
DateSep 2023
Total AUM$99.8M
Discretionary$99.8M
Non-Disc.$0
Employees2
Clients0
DateMar 2023
Total AUM$99.8M
Discretionary$99.8M
Non-Disc.$0
Employees2
Clients0
DateFeb 2023
Total AUM$99.8M
Discretionary$99.8M
Non-Disc.$0
Employees2
Clients0
DateJan 2023
Total AUM$57.5M
Discretionary$57.5M
Non-Disc.$0
Employees2
Clients0
DateJan 2023
Total AUM$57.5M
Discretionary$57.5M
Non-Disc.$0
Employees2
Clients0
DateOct 2022
Total AUM$57.5M
Discretionary$57.5M
Non-Disc.$0
Employees2
Clients0
DateJul 2022
Total AUM$57.5M
Discretionary$57.5M
Non-Disc.$0
Employees2
Clients0
DateMar 2022
Total AUM$57.5M
Discretionary$57.5M
Non-Disc.$0
Employees2
Clients0
DateMar 2021
Total AUM$39.9M
Discretionary$39.9M
Non-Disc.$0
Employees2
Clients0
DateJun 2020
Total AUM$28.7M
Discretionary$28.7M
Non-Disc.$0
Employees2
Clients0
DateJun 2020
Total AUM$28.7M
Discretionary$28.7M
Non-Disc.$0
Employees2
Clients0
DateMay 2020
Total AUM$28.7M
Discretionary$28.7M
Non-Disc.$0
Employees2
Clients0
DateMar 2020
Total AUM$28.7M
Discretionary$28.7M
Non-Disc.$0
Employees2
Clients0
DateFeb 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateAug 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJul 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateMay 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateApr 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateMar 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateMar 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateMar 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees0
Clients0