INTELLIGENT WEALTH SOLUTIONS LLC

2700 VIA FORTUNA SUITE 100, AUSTIN, TX

877-699-3258 Frequently Asked Questions (FAQ)

Full Contact Details

INTELLIGENT WEALTH SOLUTIONS LLC

2700 VIA FORTUNA SUITE 100, AUSTIN, TX

877-699-3258

Other Info

Based in Texas, INTELLIGENT WEALTH SOLUTIONS LLC is a Limited Liability Company with two employees, both in advisory roles. Though the exact number of clients served is unknown, the firm's most recent SEC status is listed as Approved with a registration date of April 12, 2019.

Direct Owners

BENNETT HAMPTON WOODWARD
MEMBER owns more than 25% but less than 50%
GERY JOSEPH SADZEWICZ
CHIEF COMPLIANCE OFFICER owns less than 5%
JOHN THOMAS CHATMAS
CEO owns less than 5%
WATERLOO CAPITAL, L.P.
MEMBER owns more than 50% but less than 75%

Indirect Owners

JOHN THOMAS CHATMAS
MEMBER owns 75% or more
WATERLOO CAPITAL MANAGEMENT LLC
MEMBER owns more than 50% but less than 75%

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