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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Georgia
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 30, 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 |
|---|---|---|---|---|
| Gonzalez, Alfredo | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Gonzalez, Alfredo | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Gonzalez, Alfredo | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Gonzalez, Alfredo | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Gonzalez, Alfredo | I | STRATEGIC COMPLIANCE OFFICER | NA | Control |
| Gonzalez, Alfredo | I | STRATEGIC COMPLIANCE OFFICER | NA | Control |
| JOHNSON, TORIAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| PAYNE, CHRISTOPHER, LEE | I | CHIEF COMPLIANCE OFFICER | NA | |
| OGLESBY, BRYAN, TODD | I | CHIEF EXECUTIVE OFFICER | E | Control |
| OGLESBY, BRYAN, TODD | I | CHIEF EXECUTIVE OFFICER | E | Control |
| OGLESBY, BRYAN, TODD | I | CHIEF EXECUTIVE OFFICER | E | Control |
| OGLESBY, BRYAN, TODD | I | CHIEF EXECUTIVE OFFICER | E | Control |
| OGLESBY, BRYAN, TODD | I | CHIEF EXECUTIVE OFFICER | E | Control |
| OGLESBY, BRYAN, TODD | I | CHIEF EXECUTIVE OFFICER | E | Control |
Registrations
Federal
IA
Oct 30, 2025 REGISTERED
Notice Filings (5)
AL CO GA LA TX
Address
2900 WARM SPRINGS RDCOLUMBUS, GA 30295
United States
Phone: 706-571-2100