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Intelligent Wealth Solutions
Intelligent Wealth Solutions is an SEC-registered investment adviser in Austin, TX, established in 2019. The firm oversees $961 million in regulatory assets.
Intelligent Wealth Solutions
Intelligent Wealth Solutions is an SEC-registered investment adviser in Austin, TX, established in 2019. The firm oversees $961 million in regulatory assets. It has 6 employees and 6 registered investment advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
2019
Location
Region
North America
Country
United States
City
Austin
Corporate office
Austin, TX, United States
Frequently asked questions
What is the firm's geographic focus for real estate credit?
The direct credit book concentrates on the Texas Triangle — Austin, Dallas-Fort Worth, and Houston — with additional exposure to secondary Sun Belt markets where the firm has established developer relationships. The underwriting thesis ties directly to population and employment migration patterns that underpin multifamily demand and commercial property values in the region.
Which sectors does Intelligent Wealth Solutions explicitly avoid?
The firm does not pursue early-stage venture, growth equity, or speculative direct private equity. Its credit underwriting avoids hospitality and ground-up retail development, focusing instead on income-producing or near-stabilized multifamily, office, and light industrial assets. The firm also does not trade derivatives or structured credit products for client accounts.
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