Intelliwealth Financial Advisors, Ltd

Intelliwealth Financial Advisors, Ltd (CRD# 132594) is a financial advisory firm headquartered in Dallas, TX. They manage $15,000,000 in 84 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Intelliwealth Financial Advisors, Ltd
Showing 1 - 1 of 1 top financial advisors.
David A. Boden
CRD#: 2028263
5001 Spring Valley Road, #400 East, Dallas, TX 75244

David Boden (CRD# 2028263) is an Investment Advisor Representative working at Intelliwealth Financial Advisors, Ltd in Dallas, TX and has over 28 years of experience in the finance industry.

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