A complete list of active advisors currently associated with Wealth Intelligence, LLC
Warmer can help you find a great advisor at Wealth Intelligence, LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Wealth Intelligence, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Columbus, GA
| 0
| |
Columbus, GA
| 4
| |
Columbus, GA
| 19
|
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