WEALTH INTELLIGENCE, LLC
CRD #333253 SEC #801-131320 COLUMBUS, GA 706-571-2100
SEC Registered
Total AUM
$243.9M
Discretionary
$105.7M
Employees
5
Clients
0
Accounts
434
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $243.9M | $105.7M | $138.1M | 5 | 0 |
| Sep 2025 | $243.9M | $105.7M | $138.1M | 5 | 0 |
| Feb 2025 | $243.9M | $105.7M | $138.1M | 5 | 0 |
| Jan 2025 | $0 | $0 | $0 | 5 | 0 |
| Sep 2024 | $0 | $0 | $0 | 5 | 0 |
DateOct 2025
Total AUM$243.9M
Discretionary$105.7M
Non-Disc.$138.1M
Employees5
Clients0
DateSep 2025
Total AUM$243.9M
Discretionary$105.7M
Non-Disc.$138.1M
Employees5
Clients0
DateFeb 2025
Total AUM$243.9M
Discretionary$105.7M
Non-Disc.$138.1M
Employees5
Clients0
DateJan 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateSep 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0