Wealth Manager
    Manages Private Funds

    Intelligent Investments

    Registered investment advisor · Sioux Falls, South Dakota · CRD #164513

    Assets Under Management
    $17M
    Client Accounts
    164
    Employees
    1
    CRD Number
    164513
    Registration
    STATE Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Intelligent Investments

    Intelligent Investments is a registered investment advisory firm headquartered in Sioux Falls, South Dakota, managing approximately $17M in regulatory assets across 164 client accounts. The firm's full regulatory record is filed with the SEC under CRD #164513.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Intelligent Investments

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    Frequently Asked Questions

    What is Intelligent Investments's AUM?

    Intelligent Investments reports approximately $17M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Intelligent Investments headquartered?

    Intelligent Investments is headquartered in Sioux Falls, South Dakota.

    What is Intelligent Investments's CRD number?

    Intelligent Investments's CRD number is 164513. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Intelligent Investments manage?

    Intelligent Investments manages approximately 164 client accounts according to its latest SEC filing.

    Is Intelligent Investments SEC registered?

    Intelligent Investments is registered as a STATE investment adviser.

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