Wealth Intelligence, LLC
Wealth Intelligence, LLC is an SEC-registered wealth manager in Columbus, GA with $247.5M assets under management (AUM, regulatory AUM), +1% over one year. See who owns Wealth Intelligence, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 333253, SEC 801-131320, data through 2026-02-27.
- AUM (assets under management / regulatory AUM)
- $247.5M (2026-02-27)
- Firm type
- Wealth Manager
- Location
- Columbus, GA
- Employees
- 5
- Clients
- 228
- CRD
- 333253
- Ownership
- Gonzalez, Alfredo; PAYNE, CHRISTOPHER, LEE; OGLESBY, BRYAN, TODD; JOHNSON, TORIAN
How much AUM does Wealth Intelligence, LLC have?
Wealth Intelligence, LLC reported $247.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-27).
Who owns Wealth Intelligence, LLC?
Disclosed owners and executives of Wealth Intelligence, LLC include Gonzalez, Alfredo, PAYNE, CHRISTOPHER, LEE, OGLESBY, BRYAN, TODD, JOHNSON, TORIAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.