SourcingSourcing

INTELLIGENT WEALTH SOLUTIONS LLC

C26
CRD 300403·SEC 801-114989·AUSTIN, TX
AUM
$961.0M
$500M-$1B
Est. Revenue
$9.6M
@ 1% on AUM
Est. EBITDA
$2.9M
@ 30% margin
Est. Deal Value
$23.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
INTELLIGENT WEALTH SOLUTIONS LLC
CRD
300403
SEC file #
801-114989
EIN
—
DBA names
—

Economics

AUM
$961.0M
AUM band
$500M-$1B
AUM trajectory
'21'26
$28.7M → $961.0M▲ +3246%
Client mix
Individuals Other3,028
Individuals High Net Worth128

Operations

Employees (total)
6
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'20'26
2 advisors → 6 advisors▲ +200%
Primary office
AUSTIN TX
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUMCommissions

Filings

Latest ADV filing
03/12/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
WATERLOO CAPITAL, L.P.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
WATERLOO CAPITAL, L.P.
WOODWARD, BENNETT, HAMPTON
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (8)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
6
Bc Firm IAR Count
6
Custodian Candidates
Full
Charles Schwab6
E*trade4
Fidelity2
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (7)

7
WOODWARD, BENNETT, HAMPTON
IAR · Direct Owner · 7.5%
4370808
CHATMAS, JOHN, THOMAS
IAR · Executive Officer · 2.5%
2208046
SADZEWICZ, GERY, JOSEPH
Executive Officer · 2.5%
1090963
Henry Guest Looney
IAR
7583537
SAJAL EMILY MUTTER
IAR
8185983
Logan Pearce Moulton
IAR
7158483
Randy Keith Flowers
IAR
6933004