RIA Intel›Advisers›South Dakota›INTELLIGENT INVESTMENTS LLC

INTELLIGENT INVESTMENTS LLC

Advisory

SIOUX FALLS, SD

Data as of Mar 23, 2026 · Source: SEC Form ADV

Average account

$105K

across 164 accounts

AUM per adviser

$17M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 23, 2026.

Total AUM

$17M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$17M

Discretionary AUM$0

Non-Discretionary AUM$17M

Discretionary %0%

Total Clients66

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InIA, MN, OK, SD

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

66 clients

2 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in SD

Closest by assets under management. All figures from Form ADV.

OPTIMUM WEALTH MANAGEMENT, LLC

$18M

CONSULTATIVE SERVICES, INC. DBA MYRNA MITCHELL, MBA, CFP

$18M

ADRIONIC TECHNOLOGIES, LLC

$15M

PRIORITY INVESTMENT SERVICES, LLC

$20M

BIRCH INVESTMENT MANAGEMENT, L.L.C.

$23M

PARVIN FUND MANAGEMENT, LLC

SIOUX FALLS, SD

$10M

Get the full picture on INTELLIGENT INVESTMENTS LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track INTELLIGENT INVESTMENTS LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans