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.

Firm class

independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=1.0

Regulatory AUM

$2Item 5.F on the latest filing (2026-05-29); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$2

Private client RAUM

$2derivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

4

RAUM per advisor

$1derivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

10

Advisory employees

3

Offices

0Schedule D 1.F, beyond the principal office

Accounts

1

Individual clients

1

High net worth clients

0

SEC number

801-131598

CRD

333798

Filings on the tape

7

First filed

Nov 8, 2024

Latest filed

May 29, 2026

Organised

Limited Liability Company, IL

Website

zacksintelligence.com

• Occurred

  May 15, 2026
  Team lift-out

  2 advisors left Creativeone Wealth, LLC (Overland Park, KS) for Zacks Intelligence LLC on the same day

  Form ADVobserved 4 days ago
  2 advisors
• Occurred

  Nov 8, 2024
  First Form ADV filing

  Zacks Intelligence Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:96102b81-3b14-c7ff-89bb-a20c322dc77c

First observed

Nov 8, 2024

Last observed

May 29, 2026 3 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.