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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 29, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CHATMAS, JOHN, THOMAS | I | CEO | NA | Control |
| CHATMAS, JOHN, THOMAS | I | CEO | NA | Control |
| CHATMAS, JOHN, THOMAS | I | CEO | NA | Control |
| CHATMAS, JOHN, THOMAS | I | CEO | NA | |
| CHATMAS, JOHN, THOMAS | I | CEO | NA | |
| CHATMAS, JOHN, THOMAS | I | CEO | NA | |
| CHATMAS, JOHN, THOMAS | I | CEO | NA | Control |
| CHATMAS, JOHN, THOMAS | I | CEO | NA | Control |
| CHATMAS, JOHN, THOMAS | I | CEO | NA | Control |
| CHATMAS, JOHN, THOMAS | I | CEO | NA | Control |
| CHATMAS, JOHN, THOMAS | I | CEO | NA | Control |
| CHATMAS, JOHN, THOMAS | I | CEO | NA | Control |
| CHATMAS, JOHN, THOMAS | I | CEO | NA | Control |
| CHATMAS, JOHN, THOMAS | I | CEO | NA | Control |
| CHATMAS, JOHN, THOMAS | I | CEO | NA | Control |
| CHATMAS, JOHN, THOMAS | I | CEO | NA | Control |
| CHATMAS, JOHN, THOMAS | I | CEO | NA | Control |
| CHATMAS, JOHN, THOMAS | I | CEO | NA | Control |
| CHATMAS, JOHN, THOMAS | I | CEO | NA | Control |
| CHATMAS, JOHN, THOMAS | I | CEO | NA | Control |
| CHATMAS, JOHN, THOMAS | I | CEO | NA | Control |
| CHATMAS, JOHN, THOMAS | I | CEO | NA | Control |
| CHATMAS, JOHN, THOMAS | I | CEO | NA | Control |
| CHATMAS, JOHN, THOMAS | I | CEO | NA | Control |
| CHATMAS, JOHN, THOMAS | I | CEO | NA | Control |
| CHATMAS, JOHN, THOMAS | I | CEO | NA | Control |
| CHATMAS, JOHN, THOMAS | I | CEO | NA | Control |
| CHATMAS, JOHN, THOMAS | I | CEO | NA | Control |
| CHATMAS, JOHN, THOMAS | I | CEO | NA | Control |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHATMAS, JOHN, THOMAS | I | MANAGING MEMBER | E | Control |
| CHATMAS, JOHN, THOMAS | I | MANAGING MEMBER | E | Control |
| CHATMAS, JOHN, THOMAS | I | MANAGING MEMBER | E | Control |
| CHATMAS, JOHN, THOMAS | I | MANAGING MEMBER | E | Control |
| WATERLOO CAPITAL, L.P. | DE | MEMBER | E | Control |
| WATERLOO CAPITAL, L.P. | DE | MEMBER | E | Control |
| WATERLOO CAPITAL, L.P. | DE | MEMBER | E | Control |
| WATERLOO CAPITAL, L.P. | DE | MEMBER | E | Control |
| WATERLOO CAPITAL, L.P. | DE | MEMBER | E | Control |
| WATERLOO CAPITAL, L.P. | DE | MEMBER | E | Control |
| WATERLOO CAPITAL, L.P. | DE | MEMBER | E | Control |
| WATERLOO CAPITAL, L.P. | DE | MEMBER | E | Control |
| WATERLOO CAPITAL, L.P. | DE | MEMBER | E | Control |
| WATERLOO CAPITAL, L.P. | DE | MEMBER | E | Control |
| WATERLOO CAPITAL, L.P. | DE | MEMBER | E | Control |
| WATERLOO CAPITAL, L.P. | DE | MEMBER | E | Control |
| WATERLOO CAPITAL, L.P. | DE | MEMBER | E | Control |
| WATERLOO CAPITAL, L.P. | DE | MEMBER | E | Control |
| WATERLOO CAPITAL, L.P. | DE | MEMBER | E | Control |
| WATERLOO CAPITAL, L.P. | DE | MEMBER | E | Control |
| WATERLOO CAPITAL, L.P. | DE | MEMBER | E | Control |
| WATERLOO CAPITAL, L.P. | DE | MEMBER | E | Control |
| WATERLOO CAPITAL, L.P. | DE | MEMBER | E | Control |
| WATERLOO CAPITAL, L.P. | DE | MEMBER | D | Control |
| WATERLOO CAPITAL, L.P. | DE | MEMBER | D | Control |
| WATERLOO CAPITAL, L.P. | DE | MEMBER | D | Control |
| WATERLOO CAPITAL, L.P. | DE | MEMBER | D | Control |
| WATERLOO CAPITAL, L.P. | DE | MEMBER | D | Control |
| WATERLOO CAPITAL, L.P. | DE | MEMBER | D | Control |
| WATERLOO CAPITAL, L.P. | DE | MEMBER | D | Control |
| WATERLOO CAPITAL, L.P. | DE | MEMBER | D | Control |
| WATERLOO CAPITAL, L.P. | DE | MEMBER | D | Control |
| WATERLOO CAPITAL, L.P. | DE | MEMBER | D | Control |
| WOODWARD, BENNETT, HAMPTON | I | MEMBER | C | Control |
| WOODWARD, BENNETT, HAMPTON | I | MEMBER | C | Control |
| WOODWARD, BENNETT, HAMPTON | I | MEMBER | C | Control |
| WOODWARD, BENNETT, HAMPTON | I | MEMBER | C | Control |
| WOODWARD, BENNETT, HAMPTON | I | MEMBER | C | Control |
| WOODWARD, BENNETT, HAMPTON | I | MEMBER | C | Control |
| WOODWARD, BENNETT, HAMPTON | I | MEMBER | C | Control |
| WOODWARD, BENNETT, HAMPTON | I | MEMBER | C | Control |
| WOODWARD, BENNETT, HAMPTON | I | MEMBER | C | Control |
| WOODWARD, BENNETT, HAMPTON | I | MEMBER | C | Control |
| WOODWARD, BENNETT, HAMPTON | I | MEMBER | A | Control |
| WOODWARD, BENNETT, HAMPTON | I | MEMBER | A | Control |
| WOODWARD, BENNETT, HAMPTON | I | MEMBER | A | Control |
| WOODWARD, BENNETT, HAMPTON | I | MEMBER | A | Control |
| WOODWARD, BENNETT, HAMPTON | I | MEMBER | A | Control |
| WOODWARD, BENNETT, HAMPTON | I | MEMBER | A | Control |
| WOODWARD, BENNETT, HAMPTON | I | MEMBER | A | Control |
| WOODWARD, BENNETT, HAMPTON | I | MEMBER | A | Control |
| WOODWARD, BENNETT, HAMPTON | I | MEMBER | A | Control |
| WOODWARD, BENNETT, HAMPTON | I | MEMBER | A | Control |
| WOODWARD, BENNETT, HAMPTON | I | MEMBER | A | Control |
| WOODWARD, BENNETT, HAMPTON | I | MEMBER | A | Control |
| WOODWARD, BENNETT, HAMPTON | I | MEMBER | A | Control |
| WOODWARD, BENNETT, HAMPTON | I | MEMBER | A | Control |
| WOODWARD, BENNETT, HAMPTON | I | MEMBER | A | Control |
| WOODWARD, BENNETT, HAMPTON | I | MEMBER | A | Control |
| WOODWARD, BENNETT, HAMPTON | I | MEMBER | A | Control |
| WOODWARD, BENNETT, HAMPTON | I | MEMBER | A | Control |
| WOODWARD, BENNETT, HAMPTON | I | MEMBER | A | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| WATERLOO CAPITAL MANAGEMENT LLC | DE | WATERLOO CAPITAL, L.P. | F | Control |
| CHATMAS, JOHN, THOMAS | I | WATERLOO CAPITAL MANAGEMENT LLC | E | Control |
| CHATMAS, JOHN, THOMAS | I | WATERLOO CAPITAL MANAGEMENT LLC | E | Control |
| CHATMAS, JOHN, THOMAS | I | WATERLOO CAPITAL MANAGEMENT LLC | E | Control |
| CHATMAS, JOHN, THOMAS | I | WATERLOO CAPITAL MANAGEMENT LLC | E | Control |
| CHATMAS, JOHN, THOMAS | I | WATERLOO CAPITAL MANAGEMENT LLC | E | Control |
| CHATMAS, JOHN, THOMAS | I | WATERLOO CAPITAL MANAGEMENT LLC | E | Control |
| CHATMAS, JOHN, THOMAS | I | WATERLOO CAPITAL MANAGEMENT LLC | E | Control |
| CHATMAS, JOHN, THOMAS | I | WATERLOO CAPITAL MANAGEMENT LLC | E | Control |
| CHATMAS, JOHN, THOMAS | I | WATERLOO CAPITAL MANAGEMENT LLC | E | Control |
| CHATMAS, JOHN, THOMAS | I | WATERLOO CAPITAL MANAGEMENT LLC | E | Control |
| CHATMAS, JOHN, THOMAS | I | WATERLOO CAPITAL MANAGEMENT LLC | E | Control |
| CHATMAS, JOHN, THOMAS | I | WATERLOO CAPITAL MANAGEMENT LLC | E | Control |
| CHATMAS, JOHN, THOMAS | I | WATERLOO CAPITAL MANAGEMENT LLC | E | Control |
| CHATMAS, JOHN, THOMAS | I | WATERLOO CAPITAL MANAGEMENT LLC | E | Control |
| CHATMAS, JOHN, THOMAS | I | WATERLOO CAPITAL MANAGEMENT LLC | E | Control |
| CHATMAS, JOHN, THOMAS | I | WATERLOO CAPITAL MANAGEMENT LLC | E | Control |
| CHATMAS, JOHN, THOMAS | I | WATERLOO CAPITAL MANAGEMENT LLC | E | Control |
| CHATMAS, JOHN, THOMAS | I | WATERLOO CAPITAL MANAGEMENT LLC | E | Control |
| CHATMAS, JOHN, THOMAS | I | WATERLOO CAPITAL MANAGEMENT LLC | E | Control |
| CHATMAS, JOHN, THOMAS | I | WATERLOO CAPITAL MANAGEMENT LLC | E | Control |
| CHATMAS, JOHN, THOMAS | I | WATERLOO CAPITAL MANAGEMENT LLC | E | Control |
| CHATMAS, JOHN, THOMAS | I | WATERLOO CAPITAL MANAGEMENT LLC | E | Control |
| CHATMAS, JOHN, THOMAS | I | WATERLOO CAPITAL MANAGEMENT LLC | E | Control |
| CHATMAS, JOHN, THOMAS | I | WATERLOO CAPITAL MANAGEMENT LLC | E | Control |
| CHATMAS, JOHN, THOMAS | I | WATERLOO CAPITAL MANAGEMENT LLC | E | Control |
| CHATMAS, JOHN, THOMAS | I | WATERLOO CAPITAL MANAGEMENT LLC | D | Control |
| WATERLOO CAPITAL MANAGEMENT LLC | DE | WATERLOO CAPITAL, L.P. | D | Control |
| WATERLOO CAPITAL MANAGEMENT LLC | DE | WATERLOO CAPITAL, L.P. | D | Control |
| WATERLOO CAPITAL MANAGEMENT LLC | DE | WATERLOO CAPITAL, L.P. | D | Control |
| WATERLOO CAPITAL MANAGEMENT LLC | DE | WATERLOO CAPITAL, L.P. | D | Control |
| WATERLOO CAPITAL MANAGEMENT LLC | DE | WATERLOO CAPITAL, L.P. | D | Control |
| WATERLOO CAPITAL MANAGEMENT LLC | DE | WATERLOO CAPITAL, L.P. | D | Control |
| WATERLOO CAPITAL MANAGEMENT LLC | DE | WATERLOO CAPITAL, L.P. | D | Control |
| WATERLOO CAPITAL MANAGEMENT LLC | DE | WATERLOO CAPITAL, L.P. | D | Control |
| WATERLOO CAPITAL MANAGEMENT LLC | DE | WATERLOO CAPITAL, L.P. | D | Control |
| WATERLOO CAPITAL MANAGEMENT LLC | DE | WATERLOO CAPITAL, L.P. | D | Control |
| WATERLOO CAPITAL MANAGEMENT LLC | DE | WATERLOO CAPITAL, L.P. | D | Control |
| WATERLOO CAPITAL MANAGEMENT LLC | DE | WATERLOO CAPITAL, L.P. | D | Control |
| WATERLOO CAPITAL MANAGEMENT LLC | DE | WATERLOO CAPITAL, L.P. | D | Control |
| WATERLOO CAPITAL MANAGEMENT LLC | DE | WATERLOO CAPITAL, L.P. | D | Control |
| WATERLOO CAPITAL MANAGEMENT LLC | DE | WATERLOO CAPITAL, L.P. | D | Control |
| WATERLOO CAPITAL MANAGEMENT LLC | DE | WATERLOO CAPITAL, L.P. | D | Control |
| WATERLOO CAPITAL MANAGEMENT LLC | DE | WATERLOO CAPITAL, L.P. | D | Control |
| WATERLOO CAPITAL MANAGEMENT LLC | DE | WATERLOO CAPITAL, L.P. | D | Control |
| WATERLOO CAPITAL MANAGEMENT LLC | DE | WATERLOO CAPITAL, L.P. | D | Control |
| WATERLOO CAPITAL MANAGEMENT LLC | DE | WATERLOO CAPITAL, L.P. | D | Control |
| WATERLOO CAPITAL MANAGEMENT LLC | DE | WATERLOO CAPITAL, L.P. | D | Control |
| WATERLOO CAPITAL MANAGEMENT LLC | DE | WATERLOO CAPITAL, L.P. | D | Control |
| WATERLOO CAPITAL MANAGEMENT LLC | DE | WATERLOO CAPITAL, L.P. | D | Control |
| WATERLOO CAPITAL MANAGEMENT LLC | DE | WATERLOO CAPITAL, L.P. | D | Control |
| WATERLOO CAPITAL MANAGEMENT LLC | DE | WATERLOO CAPITAL, L.P. | D | Control |
Registrations
Federal
IA
Sep 29, 2025 REGISTERED
Notice Filings (2)
GA TX
Address
2801 VIA FORTUNASUITE 250
AUSTIN, TX 78746
United States
Phone: 877-699-3258