SourcingSourcing

INTELLICENTS INVESTMENT SOLUTIONS INC

C33
CRD 107498·SEC 801-51382·ALBERT LEA, MN
AUM
$9.92B
$1B+
Est. Revenue
$99.2M
@ 1% on AUM
Est. EBITDA
$29.8M
@ 30% margin
Est. Deal Value
$238.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
INTELLICENTS INVESTMENT SOLUTIONS INC
CRD
107498
SEC file #
801-51382
EIN
—
DBA names
—

Economics

AUM
$9.92B
AUM band
$1B+
AUM trajectory
'20'26
$3.77B → $9.92B▲ +163%
Client mix
Individuals Other7,018
Individuals High Net Worth758
Pension Profit Sharing Plans504

Operations

Employees (total)
80
Advisory staff (per ADV)
48
Advisory staff (5-yr trend)
'20'26
22 advisors → 48 advisors▲ +118%
Primary office
ALBERT LEA MN
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMHourly chargesFixed feesCommissions

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
linkedin.com/company/intellicentspersonalcfo(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ARENDS, BRADLEY, KENT
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
12
Control Persons
ARENDS, BRADLEY, KENT
ARENDS, GRANT, STEPHEN
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
27
Form 5500 Total Compensation
871,833
Form 5500 Compensation Trajectory 3y
2025866,833
20265,000
Form 5500 Plan Count Trajectory 3y
202526
20261
Schedule C Total Compensation
871,833
Schedule C Service Provider Rows
27

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
15
Bc Firm Active IA Count
50
Bc Firm IAR Count
50
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
1306576
Trust Company Affiliate
No

People (52)

52
ARENDS, GRANT, STEPHEN
IAR · Direct Owner · 37.5%
2128767
ARENDS, BRADLEY, KENT
IAR · Direct Owner · 37.5%
1306576
BUDD, BRANDON, THOMAS
IAR · Direct Owner · 7.5%
5891002
MADL, NICHOLAS, ROBERT
IAR · Direct Owner · 7.5%
5901680
SCOTT, AMANDA, DAWN
IAR · Executive Officer · 2.5%
5580331
DULITZ, KEVIN, EARL
IAR · Executive Officer · 2.5%
2185469
TWEDT, MATTHEW, JOEL
IAR · Executive Officer · 2.5%
5357620
Holmes, Nicholas, Ian
IAR · Executive Officer · 2.5%
5334025
Reiter, Robert
Executive Officer · 2.5%
8181158
SINGSANK, THOMAS, RAY
Executive Officer · 2.5%
4594200
Megan Elizabeth Holland
IAR
7558018
SAMUEL JOEL MATHESON
IAR
6403147
SCOTT CHRISTOPHER WIGHTMAN
IAR
6319852
Landon Vander Leest
IAR
7492012
Robin Kay Vink
IAR
7659803
JEFFREY MATTHEW BELTON
IAR
4879744
AMANDA MARIE SMITH
IAR
6323181
Benjamin Rives Easters
IAR
8043586
PAUL DAVID WICK
IAR
2311828
Connie Suzanne McCleary-Geiger
IAR
8009219
JOSEPH ROBERT EICHMANN
IAR
6531545
Petros Panayotis Koumantaros
IAR
6965127
JARED DOUGLAS GOFORTH
IAR
6186665
Daniel Allen Hamm
IAR
6368271
ISAAC WILLIAM LETSCH
IAR
7404407
LINDSAY RENAE STOUT
IAR
6946763
KEVIN DANIEL ATNIP
IAR
5881848
NICHOLAS EDWARD AUSTIN
IAR
5853221
LYNN ALLEN KERMES
IAR
5146636
DAVID KEITH ARNDT
IAR
4433085
Molly Diane Magnuson
IAR
6636216
DAVID MARK IVERSON
IAR
1777207
Matthew David Palmer
IAR
7467412
Matthew Louis Stay
IAR
7434496
CATHY ANN REINHARDT
IAR
1138937
DEVIN LARRY REIMER
IAR
4909998
JONATHAN RICHARD DUGGAN
IAR
4489592
THOMAS ARTHUR KRUSIC
IAR
6661490
DAVID JOHN BUSSELMAN
IAR
4845842
BRIAN THOMAS PAULSEN
IAR
6329272
KENNETH EUGENE BURKHEAD
IAR
6426699
Misael Neftali Herrera Granados
IAR
7355431
Kyle Joseph Nelson
IAR
6719931
TOLEN CLEMENT TEIGEN
IAR
4559988
JOEL E TWEDT
IAR
1995644
JONATHAN PERRIN
IAR
6910105
ROBERT PAUL MASTEL
IAR
6099710
Alexander Throne Jantsch
IAR
6745617
ELIZABETH A FUGENSCHUH
IAR
5464577
BRIAN BERTRON WESTEMEYER
IAR
1278255
PAUL SHAUGHNESSY DUGGAN
IAR
1135600
KEVIN EUGENE MAHONEY
IAR
2953706