Wealth Intelligence provides financial planning, portfolio management for individuals and small businesses, business succession planning, education planning, estate planning, family office services, insurance, philanthropic planning, and tax planning. Financial planning was provided to 101–250 clients last fiscal year.
Wealth Intelligence reports 228 clients. They include 195 individual clients, 32 high-net-worth individuals and 1 corporate or other business client. Of its assets, 100.0% ($247M across 414 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 86% | 20% |
| High-net-worth individuals | 14% | 79% |
| Corporations and other businesses | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 195 | $50.3M | 20.3% | $258K |
| High-net-worth individuals | 32 | $195M | 78.8% | $6.09M |
| Corporations and other businesses | 1 | $2.2M | 0.9% | $2.2M |
| Total | 228 | $247M | 100% | $1.09M |
- Clients
- 195
- Regulatory AUM
- $50.3M
- AUM share
- 20.3%
- Avg. per client
- $258K
- Clients
- 32
- Regulatory AUM
- $195M
- AUM share
- 78.8%
- Avg. per client
- $6.09M
- Clients
- 1
- Regulatory AUM
- $2.2M
- AUM share
- 0.9%
- Avg. per client
- $2.2M
Total
- Clients
- 228
- Regulatory AUM
- $247M
- AUM share
- 100%
- Avg. per client
- $1.09M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Wealth Intelligence charges up to 2.00% a year for its Investment advisory (portfolio management) services. The fee is billed in advance, is negotiable and requires an account of at least $2,000,000. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Investment consulting
- For certain consulting or limited-scope arrangements, hourly, annual or fixed or flat investment consulting fees are charged instead of a percentage-of-assets fee, as set out in the client's agreement.
Bryan Oglesby owns 75% or more of Wealth Intelligence. Bryan Oglesby is CEO; the leadership team includes Chief Compliance Officer Alfredo Gonzalez. It has 5 employees, 3 of them in advisory roles.
Leadership
Bryan OglesbyChief Executive Officer
Alfredo GonzalezChief Compliance Officer
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
Staff
- 5 employees
- 3 in advisory functions
- 3 state-registered reps
- 1 insurance agent
- Owns 75% or more of Wealth Intelligence, LLC
Bryan Oglesby
Control person · since September 2018
Wealth Intelligence’s regulatory assets went from $244M (February 2025) to $247M (September 2026); clients were 228 in both filings and employees were 5 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| September 2026 | $247M | 228 | 5 | 2 |
| February 2025 | $244M | 221 | 5 | 2 |
Besides its headquarters, Wealth Intelligence has 1 office, with 2 listed addresses in Georgia.
Georgia · 2 listed addresses
- 2900 Warm Springs RD, ColumbusHQ
- 9840 Hwy 19 North, Zebulon
Contact and registration details
- Legal name
- Wealth Intelligence, LLC
- Headquarters
- 2900 Warm Springs RD, Columbus, GA 30295
- Website
- wealthintel.com
- Phone
- 706-571-2100
- @wealth-intelligence-rjfs
- SEC file
- 801-131320
- Structure
- Georgia LLC
- Fiscal year end
- December
Wealth Intelligence uses Charles Schwab ($247M) as custodian for its separately managed accounts. Wealth Intelligence has custody of $150M in client assets for 33 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $247M100%
At year end, Wealth Intelligence’s separately managed accounts were mostly in stocks (66%) and funds (32%). Its reported 13F holdings for the quarter ended 30 June 2026 total $215M across 59 positions; the largest are Lowes Cos Inc. (30.9%), First TR Exchange-traded FD (8.7%) and Vaneck ETF Trust (4.5%).
What the accounts hold
- Stocks66%
- Funds32%
- Cash2%
Reported 13F holdings
- $215M
- Reported 13F value
- 59
- Positions
- 64.5%
- In the 10 largest
- +3.5%
- Value vs. prior quarter
- Lowes Cos Inc.30.9%
- First TR Exchange-traded FD · Core Investment8.7%
- Vaneck ETF Trust · Preferred Securt4.5%
- Invesco Actively Managed Exc · Ultra Shrt Dur4.4%
- Apple Inc.3.5%
- Broadcom Inc.3.2%
- ETF Ser Solutions · Aam Sawgrass US2.8%
- Eaton Corp. PLC2.3%
- JPMORGAN Chase & CO2.1%
- Marathon Pete Corp.2.1%
Together, the ten largest are 64.5% of reported value.
How many clients does Wealth Intelligence have?
Wealth Intelligence has 228 clients and manages $247 million for them, as of September 2026. They include 195 individual clients, 32 high-net-worth individuals and 1 corporate or other business client.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 6 September 2026
What services does Wealth Intelligence offer?
Wealth Intelligence provides financial planning, portfolio management for individuals and small businesses, business succession planning, education planning, estate planning, family office services, insurance, philanthropic planning, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Wealth Intelligence charge?
Wealth Intelligence charges up to 2.00% a year for its Investment advisory (portfolio management) services. The fee is billed in advance, is negotiable and requires an account of at least $2,000,000.
Source: WEALTH INTELLIGENCE FIRM BROCHURE, filed 4 September 2026
Which custodians does Wealth Intelligence use?
Wealth Intelligence’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $247M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 6 September 2026
How many financial advisors does Wealth Intelligence have?
Wealth Intelligence has 3 investment adviser representatives registered with state securities authorities, out of 5 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Wealth Intelligence invest in?
At the end of its last fiscal year, Wealth Intelligence’s separately managed accounts held 66% exchange-traded equities, 32% pooled vehicles (private funds and similar) and 2% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Wealth Intelligence have a minimum investment?
Yes, Wealth Intelligence’s minimum account size for its Investment advisory (portfolio management) services is $2M.
Source: WEALTH INTELLIGENCE FIRM BROCHURE, filed 4 September 2026
Who owns Wealth Intelligence?
Wealth Intelligence’s direct owner is Bryan Oglesby (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 6 September 2026
How does Wealth Intelligence get paid?
Wealth Intelligence is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Wealth Intelligence registered with the SEC?
Yes, Wealth Intelligence has been registered with the SEC as an investment adviser since 18 October 2024. Its CRD number is 333253 and its SEC file number is 801-131320.
Source: Form ADV Part 1A, Item 1, filed 6 September 2026; IAPD firm record
How do I contact Wealth Intelligence?
Wealth Intelligence’s main office is at 2900 Warm Springs RD, Columbus, GA 30295. Its phone number is 706-571-2100. Its website is wealthintel.com.