Wealth Intelligence, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$245,300,155
Clients
227
Advisors
3
of 5 employees
About
Wealth Intelligence provides integrated wealth management primarily to individuals and families, including high‑net‑worth and multi‑generational clients, and advises on related entities such as trusts, estates, family investment entities, and closely held businesses. The firm manages roughly $247.5 million in discretionary assets and offers financial planning, investment advisory/portfolio management, business consulting, and family office services.
Its investment process blends top‑down, theme‑based analysis with fundamental, bottom‑up company research to build customized portfolios that emphasize larger U.S. equities, ETFs, fixed income, and cash, with asset allocation and position sizing tailored to each client’s objectives and risk tolerance. The brochure notes that, in limited and client‑specific cases, the firm may use options strategies (e.g., covered calls and cash‑secured puts), other derivatives, and borrowing/margin within separately managed accounts for income or hedging purposes, with attendant monitoring of those risks.
Distinctive features called out in the brochure include an affiliation with an insurance firm, Oglesby Strategic Services, through which insurance products may be offered and commissions earned, and the firm’s delivery of family office and trustee‑style services that can involve bill‑pay or other authorities. Because those administrative roles can create custody implications, the firm discloses related conflicts and describes controls such as surprise custody examinations and coordination with clients’ independent legal and tax advisors.
Client services
Expertise
Occupation focus
Fee options
Fixed or project-based fees for business consulting and family office services; annual financial planning fees may also be agreed
Up to 2.00% annually, negotiable based on account size and relationship
Hourly fees for financial planning and business consulting services, rates are negotiated and set out in Schedule A
Annual or periodic fees (quarterly or annual) for family office services and financial planning
Account minimum: $2,000,000 Fee-only: Hourly fees for financial planning and business consulting; flat/annual fees for financial planning and family office services; fixed/project-based fees for business consulting and family office services
Main office
2900 Warm Springs Rd
Columbus GA 30295
Advisors at this office
3
Most active in
Alabama · Colorado · Georgia · Louisiana · 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.
Quick links
Advisors at this firm
Bryan O
CFP®, Series 66
Columbus, GA
Wealth Intelligence, LLC
Bryan Oglesby is a CFP® professional with 19 years of industry experience, currently serving at Wealth Intelligence, LLC. His prior experience includes roles at Raymond James Financial and its affiliated entities from 2013 to 2025. Outside of his advisory work, he is involved in agriculture as the owner of Oglesby Farms and serves on the Pike County Industrial Development Authority and the Black Hereford Foundation boards. Wealth Intelligence, LLC provides integrated wealth management services primarily to individuals and families, including high-net-worth and multi-generational clients. The firm offers financial planning, investment advisory, business consulting, and family office services, managing approximately $247.5 million in discretionary assets with a customized investment approach that combines top-down thematic and bottom-up company research.
Andrew F
Series 65
Columbus, GA
Wealth Intelligence, LLC
Andrew Fletcher is a Series 65-licensed advisor at Wealth Intelligence, LLC with one year of industry experience. Prior to joining Wealth Intelligence, he worked four years at First Bank of Pike and served three years in the United States Army. Wealth Intelligence provides integrated wealth management primarily to individuals and families, including high-net-worth and multi-generational clients. The firm’s investment approach combines top-down, theme-based analysis with fundamental, bottom-up research to build customized portfolios, and it offers financial planning, investment advisory, business consulting, and family office services.
Alfredo G
Series 66
Columbus, GA
Wealth Intelligence, LLC
Alfredo Gonzalez is a financial advisor at Wealth Intelligence, LLC with four years of industry experience. He holds a Series 66 designation and previously worked with Raymond James Financial Services Advisors, Inc. and served in the United States Army. He is a board member of the National Civil War Naval Museum. Wealth Intelligence provides integrated wealth management primarily to individuals and families, including high-net-worth and multi-generational clients, offering services such as financial planning, investment advisory, business consulting, and family office support. The firm uses a combination of top-down thematic analysis and fundamental research to build customized portfolios emphasizing U.S. equities, ETFs, fixed income, and cash.
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