Intuitive Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$45,179,126
Clients
60
32% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
60
HighAverage account size
$752,985
About
Intuitive Wealth Management, LLC provides investment advisory services to individual clients through discretionary and non-discretionary managed account programs, offering portfolio management, written investment strategies, and ongoing suitability reviews. The firm works with common investment vehicles such as cash, stocks, mutual funds, bonds and annuities and incorporates consulting into its asset management relationships.
Portfolios are tailored to clients’ stated goals, time horizons and risk tolerances, using strategies that include strategic asset allocation, dollar-cost averaging, and a mix of long- and short-term positions, with at least quarterly account reviews. The firm’s disclosure also notes use of third-party service providers that incorporate artificial intelligence and machine learning, and it emphasizes the tax implications of its strategies and the importance of coordinating with a tax professional.
Noteworthy for its peer group, the firm recommends and sponsors a wrap fee program and provides a separate wrap brochure explaining that wrap accounts are managed similarly to non-wrap accounts but include bundled execution costs. The firm’s principal holds CFP® certification and is also a licensed insurance agent who may offer commissionable insurance products to clients, a dual role the brochure discloses and clarifies is not required for clients to accept.
Client services
Portfolio management
Expertise
Annuities
Fee options
$0 - $250,000: 1.50% $250,001 - $1,000,000: 1.10% $1,000,001 - $5,000,000: 0.90% $5,000,001+: 0.70%
Main office location
Intuitive Wealth Management, LLC
Downers Grove IL, United States
Number of offices
1
Most active in
Intuitive Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
Illinois · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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