Intuitive Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Intuitive Wealth Management, LLC provides investment advisory services to individual clients through discretionary and non-discretionary managed account programs, offering portfolio management, written investment strategies, and ongoing suitability reviews. The firm works with common investment vehicles such as cash, stocks, mutual funds, bonds and annuities and incorporates consulting into its asset management relationships.
Portfolios are tailored to clients’ stated goals, time horizons and risk tolerances, using strategies that include strategic asset allocation, dollar-cost averaging, and a mix of long- and short-term positions, with at least quarterly account reviews. The firm’s disclosure also notes use of third-party service providers that incorporate artificial intelligence and machine learning, and it emphasizes the tax implications of its strategies and the importance of coordinating with a tax professional.
Noteworthy for its peer group, the firm recommends and sponsors a wrap fee program and provides a separate wrap brochure explaining that wrap accounts are managed similarly to non-wrap accounts but include bundled execution costs. The firm’s principal holds CFP® certification and is also a licensed insurance agent who may offer commissionable insurance products to clients, a dual role the brochure discloses and clarifies is not required for clients to accept.
Client services
Expertise
Fee options
$0 - $250,000: 1.50% $250,001 - $1,000,000: 1.10% $1,000,001 - $5,000,000: 0.90% $5,000,001+: 0.70%
Main office
Downers Grove IL
Advisors at this office
1
Most active in
Illinois · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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