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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

INTELLIGENT WEALTH SOLUTIONS LLC

CRD 300403

AUSTIN, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:6d7766e3-bdbb-cb31-fdfa-45657338befd

Data as of Mar 12, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:12 PM UTC and rebuilt at most every 15 minutes.

Relationships: 15
Dated events: 6
On other graphs: 0
Observed: Mar 12, 2019 to Mar 12, 2026
34 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $961MItem 5.F on the latest filing (2026-03-12); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $961M
Private client RAUM: $961MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 6
RAUM per advisor: $160Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 6
Advisory employees: 6
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 3,156
Individual clients: 3,028
High net worth clients: 128
Custody, client assets: $627M
SEC number: 801-114989
CRD: 300403
Filings on the tape: 34
First filed: Mar 12, 2019
Latest filed: Mar 12, 2026
Organised: Limited Liability Company, TX

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CHATMAS, JOHN, THOMAS	Ceo	Na	yes	03/2019	Mar 12, 2026	Mar 12, 2026
WATERLOO CAPITAL, L.P.	Member	E	yes	03/2019	Mar 12, 2026	Mar 12, 2026
WOODWARD, BENNETT, HAMPTON	Member	A	yes	03/2019	Mar 12, 2026	Mar 12, 2026
CHATMAS, JOHN, THOMAS	Member	E	yes	12/2012	Mar 12, 2019	Dec 19, 2024
WATERLOO CAPITAL MANAGEMENT LLC	Member	D	yes	03/2019	May 6, 2019	Dec 19, 2024
SADZEWICZ, GERY, JOSEPH	CHIEF COMPLIANCE OFFICER	Na	no	03/2019	Mar 12, 2026	Mar 12, 2026

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
WATERLOO CAPITAL, L.P.	n/a	Independent wealth	$2.3B	Y	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Atlanta	Ga	United States	2	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 12, 2026	$961M	$961M	6	6	1	n/a	n/a
2024	Mar 21, 2025	$632M	$632M	5	4	1	n/a	n/a
2023	Feb 20, 2024	$277M	$277M	2	1	1	n/a	n/a
2022	Feb 22, 2023	$99.8M	$99.8M	2	1	1	n/a	n/a
2021	Mar 21, 2022	$57.5M	$57.5M	2	1	1	n/a	n/a
2020	Mar 1, 2021	$39.9M	$39.9M	2	2	1	n/a	n/a
2019	Mar 30, 2020	$28.7M	$28.7M	2	2	1	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	1	-1	16.7%	0	0	0	1	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$961M	$632M	52.0%	$99.8M	112.7%	6	5	1	1

Relationships

Affiliated with (2)

← WATERLOO CAPITALRegistered adviserother investment adviser, control, common control
factForm ADV
→ WATERLOO CAPITALRegistered adviserother investment adviser, control, common control
factForm ADV

Registered with (7)

← SAJAL EMILY MUTTERAdvisorregistration: current employment
Nov 20, 2025 to presentfactForm ADV
← Henry Guest LooneyAdvisorregistration: current employment
Oct 1, 2025 to presentfactForm ADV
← Randy Keith FlowersAdvisorregistration: current employment
May 14, 2024 to presentfactForm ADV
← Logan Pearce MoultonAdvisorregistration: current employment
May 14, 2024 to presentfactForm ADV
← BENNETT HAMPTON WOODWARDAdvisorregistration: current employment
May 3, 2022 to presentfactForm ADV
← JOHN THOMAS CHATMASAdvisorregistration: current employment
Apr 15, 2019 to presentfactForm ADV
← Matthew SwartzAdvisorregistration: previous registration
May 14, 2024 to Sep 30, 2025factForm ADV

Owns (1)

← SADZEWICZ, GERY, JOSEPHOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 12, 2019 to Dec 19, 2024factForm ADV

Controls (4)

← CHATMAS, JOHN, THOMASOwnerMEMBER, ownership code E, individual
Mar 12, 2019 to Dec 19, 2024factForm ADV
← WOODWARD, BENNETT, HAMPTONOwnerMEMBER, ownership code A, individual
May 6, 2019 to Dec 19, 2024factForm ADV
← WATERLOO CAPITAL MANAGEMENT LLCOwnerMEMBER, ownership code D, domestic entity
May 6, 2019 to Dec 19, 2024factForm ADV
← WATERLOO CAPITAL, L.P.OwnerMEMBER, ownership code E, domestic entity
May 6, 2019 to Dec 19, 2024factForm ADV

Dated events

Occurred
Mar 12, 2026
Regulatory AUM changed
Intelligent Wealth Solutions Llc reported RAUM $961.0M, up 52% from $632.4M (2025-09-29 to 2026-03-12)
Form ADVobserved 5 days ago
$329M
Occurred
Sep 30, 2025
Advisor changed firm
Matthew Swartz left Intelligent Wealth Solutions Llc for State Farm Investment Management Corp. (registered 2025-10-10)
Form ADVobserved 5 days ago
Occurred
Mar 21, 2025
Regulatory AUM changed
Intelligent Wealth Solutions Llc reported RAUM $632.4M, up 128% from $277.4M (2024-12-19 to 2025-03-21)
Form ADVobserved 5 days ago
$355M
Occurred
Feb 20, 2024
Regulatory AUM changed
Intelligent Wealth Solutions Llc reported RAUM $277.4M, up 178% from $99.8M (2023-12-08 to 2024-02-20)
Form ADVobserved 5 days ago
$178M
Occurred
May 6, 2019
Control person joined
Hampton Bennett Woodward (Member) appeared on Schedule A of Intelligent Wealth Solutions Llc
Form ADVobserved 5 days ago
Occurred
Mar 12, 2019
First Form ADV filing
Intelligent Wealth Solutions Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6d7766e3-bdbb-cb31-fdfa-45657338befd
First observed: Mar 12, 2019
Last observed: Mar 12, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

INTELLIGENT WEALTH SOLUTIONS LLC

CRD 300403

AUSTIN, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:6d7766e3-bdbb-cb31-fdfa-45657338befd

Data as of Mar 12, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:12 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CHATMAS, JOHN, THOMAS

Ceo

yes

03/2019

Mar 12, 2026

WATERLOO CAPITAL, L.P.

Member

yes

03/2019

Mar 12, 2026

WOODWARD, BENNETT, HAMPTON

Member

yes

03/2019

Mar 12, 2026

CHATMAS, JOHN, THOMAS

Member

yes

12/2012

Mar 12, 2019

Dec 19, 2024

WATERLOO CAPITAL MANAGEMENT LLC

Member

yes

03/2019

May 6, 2019

Dec 19, 2024

SADZEWICZ, GERY, JOSEPH

CHIEF COMPLIANCE OFFICER

03/2019

Mar 12, 2026

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

WATERLOO CAPITAL, L.P.

n/a

Independent wealth

$2.3B

yes

n/a

City

State

Country

Employees

Also broker-dealer

Atlanta

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 12, 2026

$961M

n/a

2024

Mar 21, 2025

$632M

n/a

2023

Feb 20, 2024

$277M

n/a

2022

Feb 22, 2023

$99.8M

n/a

2021

Mar 21, 2022

$57.5M

n/a

2020

Mar 1, 2021

$39.9M

n/a

2019

Mar 30, 2020

$28.7M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-1

16.7%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$961M

$632M

52.0%

$99.8M

112.7%