Wealth Intelligence, LLC

Overview

Wealth Intelligence, LLC is an SEC registered investment adviser based in Columbus, GA, registered since 2024. It reports $247M in assets under management across 414 accounts, with 5 employees. It has 3 investment adviser representatives.

Reported AUM

$247M

Discretionary

100%

Accounts

414

Average account

$598K

Employees

5

Advisory reps

3

Registered since

2024

Jurisdictions

5

As reported in the firm's September 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business

Client types

• Corporations/Businesses
• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 3 of 3

• Bryan Todd Oglesby Chief Executive Officer CRD 5295978
• Christopher Lee Payne Chief Compliance Officer CRD 4913131
• Alfredo Gonzalez Strategic Compliance Officer CRD 7492407

Advisory reps 3 of 3

• Andrew Hand Fletcher Investment Adviser Rep CRD 8274197
• Alfredo Gonzalez Investment Adviser Rep CRD 7492407
• Bryan T Oglesby Insurance Agent · Investment Adviser Rep CRD 5295978

Location

Headquarters

2900 Warm Springs Rd
Columbus, GA 31904

County

Muscogee

Metro area

Columbus, GA-AL

Region

South

Registrations

• SEC registered
• Registered in 5 jurisdictions
• Website: wealthintel.com

Every state, with registration dates

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