WEALTH INTELLIGENCE, LLC
Tel: 706-571-2100 2900 Warm Springs Rd Columbus, Georgia 30295
About WEALTH INTELLIGENCE, LLC
WEALTH INTELLIGENCE, LLC is a Columbus, Georgia based financial advisory firm with nearly $243,874,109 in assets under management and provides investment advisory services for 434 clients. There are currently 5 financial advisors at the firm.
General Information
Firm CRD#:
333253
Firm SEC#:
801-131320
Assets Under Management:
$243,874,109
No. of Clients:
434
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Publication of periodicals and newsletters
Education seminars/workshops
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