John Thomas Chatmas

Intelligent Wealth Solutions LLC

24 Years of Experience

1 DisclosureMay Earn CommissionSells Insurance

View SEC Summary

Areas of Practice

Investment Management

Intelligent Wealth Solutions LLC

Compensation

Commission-BasedFee-Only (AUM)

Firm Size

4 advisors

Number of Clients

2,473 clients

Average Client Portfolio

$256K average

Assets Under Management

$632.4M

Fee Structure

Minimum Investment:$100K

Financial Planning:Investment management only

AUM-Based Fees (Flat)

Assets Under Management	Annual Fee
$0+	0.35%

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

2801 Via Fortuna, Suite 250, Austin, TX, 78746

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History

Regulatory History (1)

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Customer Dispute

February 2009

Closed-No Action

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

John is the President and CEO of Waterloo Capital, an investment advisor, since 2011. He is also insurance licensed and provides insurance for estate tax needs when necessary.

Employment History

Current Registrations

Intelligent Wealth Solutions LLC

April 2019 - Present · 6 yrs 10 mos

Waterloo Capital

January 2011 - Present · 15 yrs 1 mo

Previous Registrations

NFP Securities, INC.

November 2007 - January 2011 · 3 yrs 2 mos

Morgan Keegan & Company, INC.

March 2001 - December 2007 · 6 yrs 9 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.