# Intelligent Wealth Solutions

Intelligent Wealth Solutions is a Bank / Wealth / Trust based in Austin, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Austin, United States
- **Region:** North America
- **Address:** Austin, TX, United States
- **Founded:** 2019
- **Assets under management:** Undisclosed
- **Website:** intelligentwealthsolutions.com

## Regulatory record

- **CRD number:** 300403
- **SEC file number:** 801-114989
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/300403

## About

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.

## 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.

## Related profiles

- [Intellicents Investment Solutions](https://altss.com/profile/intellicents-investment-solutions)
- [Intelus Advisory Group](https://altss.com/profile/intelus-advisory-group)

---

Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/intelligent-wealth-solutions

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology