SourcingSourcing

WEALTH INTELLIGENCE, LLC

B54
CRD 333253·SEC 801-131320·COLUMBUS, GA
AUM
$247.5M
$100M-$500M
Est. Revenue
$2.5M
@ 1% on AUM
Est. EBITDA
$742K
@ 30% margin
Est. Deal Value
$5.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
WEALTH INTELLIGENCE, LLC
CRD
333253
SEC file #
801-131320
EIN
831940692
DBA names
—

Economics

AUM
$247.5M
AUM band
$100M-$500M
AUM trajectory
'25'26
$243.9M → $247.5M▲ +1%
Client mix
Individuals Other195
Individuals High Net Worth32
Corporations1

Operations

Employees (total)
5
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'25'26
3 advisors → 3 advisors▬ 0%
Primary office
COLUMBUS GA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
02/27/2026
ADV-W filed at
—
Website
instagram.com/wealth_intel(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
OGLESBY, BRYAN, TODD
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
OGLESBY, BRYAN, TODD
Gonzalez, Alfredo
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
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
fallback_guess:intelligence.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002112078
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2026-02-18
Edgar Last Filing Date
2026-04-15
Edgar 13f Count
2
Edgar 13f Latest AUM Estimate
Filing Date2026-04-15
Accession0002112078-26-000002

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.2212
Soi Zip Pct 200k Plus
0.0442
Soi Zip Returns 200k Plus
100
Soi Zip Total AGI
165,568
Fdic Zip Total Deposits
3,991,282,000
Fdic Zip Branch Count
92
Fdic Zip Top Banks
United Bank
First Bank of Pike

Compliance & brand

Firm Registration Status
active

All other collected signals (22)

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
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Charles Schwab10
E*trade4
Edgar Addresses
Mailing
2900 WARM SPRINGS RDCOLUMBUS, GA 31904
Business
2900 WARM SPRINGS RDCOLUMBUS, GA 31904
Edgar EIN
831940692
Edgar Recent Filings
13F-HR2026-04-15 · 0002112078-26-000002
13F-HR2026-02-18 · 0002112078-26-000001
Fdic Zip Branches Raw
United Bank of PikeZebulon, GA
First Bank of PikeZebulon, GA
Fdic Zip HHI
6599.38
Fdic Zip Top Bank Share Pct
80.12
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI6,953
Returns610
Stub 2
AGI19,527
Returns530
Stub 3
AGI22,830
Returns370
Soi Zip Total Business Income
3,433
Soi Zip Total Cap Gains
7,054
Soi Zip Total Dividends
979
Soi Zip Total Returns
2,260
Top Owner CRD
5295978
Trust Company Affiliate
No

People (3)

3
OGLESBY, BRYAN, TODD
IAR · Direct Owner · 87.5%
5295978
Gonzalez, Alfredo
IAR · Executive Officer · 2.5%
7492407
PAYNE, CHRISTOPHER, LEE
Executive Officer · 2.5%
4913131