Miami, FL Office

Intellectus provides wealth management, financial planning, investment consulting and wealth coaching to high‑net‑worth individuals, trusts, estates and private funds. As of June 30, 2026 the firm reported approximately $2.98 billion in assets under management across discretionary and non‑discretionary relationships.

The firm acts as a fiduciary and combines fundamental and quantitative analysis—including proprietary algorithms and alternative data—to build primarily long‑term portfolios while permitting shorter‑term trading when appropriate. Portfolios may include ETFs, mutual funds, privately placed securities, cryptocurrency exposure and, in separately managed accounts, the use of options and margin; Intellectus also implements portfolios through unaffiliated independent managers and a Dynasty TAMP.

Intellectus is notable for serving pooled investment vehicles and acting as managing member for affiliated Series Funds (Intellectus Ventures and Intellectus Capital), receiving structuring/management fees and performance allocations (including performance‑based fees up to 25% of gains for some vehicles and accounts) and waiving advisory fees on fund investments in some cases. The firm’s client minimums (commonly $5 million for separately managed accounts and $10 million for wealth coaching) and nearly $3 billion of AUM across six advisors reflect a higher AUM‑per‑advisor profile and an operational emphasis on private funds and pooled vehicle management compared with many team firms.