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INTELLIWEALTH FINANCIAL ADVISORS, LTD.

Advisory

PLANO, TX

Data as of Mar 2, 2022 · Source: SEC Form ADV

Rank in TX

#2,201

of 2,813 advisers by AUM

Average account

$218K

across 78 accounts

AUM per adviser

$17M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 2, 2022.

Total AUM

$17M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$17M

Discretionary AUM$17M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients78

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructurePartnership

Fiscal Year EndDecember

Operates InTX

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.

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Owners & Officers

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

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Client Demographics

78 clients

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

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

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