WEALTH INTELLIGENCE, LLC

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UUIDe55e1b66-637a-5077-834d-4a8f8979b10c

TypeASSET_MANAGER

Status—

Created2025-10-23 02:23:56

Updated2025-10-23 02:24:38

Available Loaders

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

Open
SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

Open

Identifiers

Authority	Identifier	Display	As Of	Confidence
adv_crd	333253	333253	—	1.0
sec_file_number	801-131320	801-131320	—	—

Profile

Websitehttps://www.wealthintel.com

HQ CityCOLUMBUS

HQ StateGA

HQ CountryUnited States

AUM (USD)—

AUM As OfNone

ADV Metrics

Assets & Accounts

RAUM (total)243,874,109.0
RAUM (discretionary)105,726,307.0
Actionable assets198,337,080.0
Accounts434.0

Institutional Clients

Government AUM—
Pension AUM—
Charitable AUM—
HNW AUM198,337,080.0

As of 2025-02-17 00:00:00 • Source ia09022025.xlsx

People

Name	Title	Role	Email	Evidence
Gonzalez, Alfredo	STRATEGIC COMPLIANCE OFFICER	OFFICER	—	{"filing_id": "2013981", "owner_id": "7492407", "source": "adv_part1", "table": "Schedule_A_B"}
OGLESBY, BRYAN, TODD	CHIEF EXECUTIVE OFFICER	OFFICER	—	{"filing_id": "2013981", "owner_id": "5295978", "source": "adv_part1", "table": "Schedule_A_B"}
JOHNSON, TORIAN	CHIEF COMPLIANCE OFFICER	EMPLOYEE	—	{"filing_id": "2013981", "owner_id": "5363604", "source": "adv_part1", "table": "Schedule_A_B"}

Name

Title

Role

Evidence

Gonzalez, Alfredo

STRATEGIC COMPLIANCE OFFICER

OFFICER

—

{"filing_id": "2013981", "owner_id": "7492407", "source": "adv_part1", "table": "Schedule_A_B"}

OGLESBY, BRYAN, TODD

CHIEF EXECUTIVE OFFICER

OFFICER

—

{"filing_id": "2013981", "owner_id": "5295978", "source": "adv_part1", "table": "Schedule_A_B"}

JOHNSON, TORIAN

CHIEF COMPLIANCE OFFICER

EMPLOYEE

—

{"filing_id": "2013981", "owner_id": "5363604", "source": "adv_part1", "table": "Schedule_A_B"}

Outbound Affiliations

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Inbound Affiliations

Relation	Organization	Last Updated	Evidence
No inbound affiliations.

Evidence

adv_part1

data/raw/sec_adv/raw_adv/ADV_Filing_Data_20250901_20250930/IA_ADV_Base_A_20250901_20250930.csv 2025-10-23 02:24:38 • csv
```
{
  "date_submitted": "09/25/2025 02:56:32 PM",
  "filing_id": "2013981",
  "reg_type": "IA"
}
```

WEALTH INTELLIGENCE, LLC

Available Loaders

SEC Form ADV (XLSX Metrics)

SEC Form ADV Part 1 (Bulk)

Identifiers

Profile

ADV Metrics

Assets & Accounts

Institutional Clients

People

Outbound Affiliations

Inbound Affiliations

Evidence

adv_part1