Intelliwealth Financial Advisors, Ltd.
State-registered
Mutual Fund / Asset Manager · Boutique (under $100M)
CRD 132594
· Plano, TX
· www.intelliwealth.net
☆ Save with Pro
ADV data as of Mar 02, 2022
- Regulatory AUM
- $17.0M
- Discretionary
- $17.0M
- Clients
- 78
- Avg AUM / client
- $218K
- Accounts
- 78
- Employees
- 2
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 78 | $17.0M | 100.0% |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| David Albert Boden | Registered representative | Nov 2004 (22y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/02/2022 | 1 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 02, 2022.
View current Form ADV (SEC/IAPD) ↗