WEALTH INTELLIGENCE, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $247.5M |
| Discretionary | $247.5M100% of AUM |
| Client Accounts | 414 |
| Avg Account Size | $598K |
| Employees | 5 |
| Peak AUM | $247.5MJan 2026 |
AUM by Client Type
Total AUM
$247M
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $247M | +1.5% | — | — | |
| Discretionary AUM | $247M | ||||
Key Metrics
| Total AUM | $247.5M |
| Discretionary | $247.5M |
| Employees | 5 |
| Client Accounts | 414 |
| Client Range | 101-250 |
Contact & Location
Address
2900 WARM SPRINGS RD
COLUMBUS GA 30295
Phone
706-571-2100
Filing History
8 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$247M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 56.6pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer CustodySurprise Exam
Related Entities (Item 7)
Pension Consultant