Wealth Intelligence, LLC

Wealth Intelligence advises individuals and families—including high‑net‑worth and multi‑generational households—offering investment advisory, financial planning, business consulting, and customized family office services through its Wealth Management Advisory Services Program. The firm generally manages client portfolios on a discretionary basis and typically charges asset‑based advisory fees.

Its investment process blends top‑down, theme‑based analysis with fundamental bottom‑up company research, emphasizing individual U.S. equities supplemented by ETFs, fixed income, and cash and tailoring allocation to client objectives and risk profiles. The brochure also discloses that, unlike most peers, the firm may use derivatives (including covered calls, cash‑secured puts, and, in limited cases, other options or futures) and permit borrowing/margin in separately managed accounts, and it includes margin balances when calculating assets under management.

Wealth Intelligence is affiliated with an insurance firm, Oglesby Strategic Services (OSS), and makes insurance products available through that affiliate, a relationship the firm discloses can generate commission income and related conflicts of interest. The firm’s family office offerings can include bill‑pay and expense management—services the firm notes may cause it to be deemed to have custody of certain client assets and for which it engages an independent accountant to perform a surprise custody examination—and it typically custodians client assets at Charles Schwab while participating in the Schwab Client Benefits Program.