Advisor at Wealth Intelligence, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Wealth Intelligence, LLC
Location
Columbus, GA 30295
Credentials
CFP®, Series 66
Industry experience
18 years
Bryan Oglesby is a CFP® professional with 18 years of industry experience, currently serving at Wealth Intelligence, LLC. His prior roles include positions at Raymond James Financial Services and Raymond James & Associates. Outside of his advisory work, he owns and operates Oglesby Farms, where he manages a cattle herd, and serves on the boards of the Pike County Industrial Development Authority and the Black Hereford Foundation. Wealth Intelligence, LLC provides investment advisory, financial planning, business consulting, and family office services to individuals and families, including high-net-worth and multi-generational households. The firm employs a combination of top-down thematic analysis and fundamental bottom-up research, primarily focusing on U.S. equities, and may use derivatives and margin in client portfolios.
Based on Wealth Intelligence, LLC
Flat, project-based fees for business consulting and family office services depending on scope.
Up to 2.00% annually, negotiable based on account size and services
Hourly fees for financial planning and business consulting services, rates negotiated and set in client agreements.
Account minimum: $2,000,000 Fee-only: Financial planning fees offered on hourly, annual, or flat-fee basis; often included with investment advisory fee for ongoing clients.
2900 Warm Springs Rd
Columbus, GA 30295
Georgia · Texas
Wealth Intelligence, LLC
2024 - Present (2 years)
Wealth Intelligence, LLC
2018 - 2024 (6 years)
Raymond James Financial
2018 - 2025 (7 years)
Raymond James Financial Services, INC
2018 - 2025 (7 years)
Raymond James & Associates
2013 - 2018 (5 years)
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Is active or affiliated with:
Insurance agent
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Is not active or affiliated with:
Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Columbus, GA
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Townsend Wealth Management
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Series 63, Series 65
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Momentum Wealth Management
Series 66
Columbus, GA
Wealth Intelligence, LLC
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