Insights

Growth potential Small independent financial planning firm with revenue between 1M and 10M and a founder with 19+ years of experience indicates a strong foundation and room for scalable advisory services, cross-sell opportunities, and additional product lines such as asset management or retirement planning.

Tech stack fit Current technology use including iCIMS, AWS, WordPress, Datadog, and analytics tools suggests openness to modern digital solutions; opportunity to upsell enhanced cybersecurity, cloud optimization, CRM/marketing automation, and data analytics services.

Securities and advisory structure Securities via LPL Financial and advisory through Level Four Advisory Services present a dual-structure model; potential to offer integrated compliance, risk management, and expanded investment platforms to consolidate services for clients.

Market positioning Competitively positioned among large firms yet with a lean team (2-10 employees) offers a pathway to targeted marketing, back-office outsourcing, and scalable back-end operations to free leadership for growth initiatives.

Expansion opportunities Revenue scale and founder-led experience create opportunities to pursue geography or service-area expansion, targeted client segments, and enhanced client engagement strategies, including holistic planning and legacy-building offerings.

Similar companies to INTELUS Wealth Management, LLC

INTELUS Wealth Management, LLC Tech Stack

INTELUS Wealth Management, LLC uses 8 technology products and services including iCIMS, Amazon Web Services, WordPress, and more. Explore INTELUS Wealth Management, LLC's tech stack below.

INTELUS Wealth Management, LLC's Email Address Formats

INTELUS Wealth Management, LLC uses at least 2 email formats:
INTELUS Wealth Management, LLC Email FormatsExamplePercentage
First.Last@inteluswm.comJohn.Doe@inteluswm.com
50%
First@inteluswm.comJohn@inteluswm.com
50%

Frequently Asked Questions

What is INTELUS Wealth Management, LLC's official website and social media links?

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INTELUS Wealth Management, LLC's official website is inteluswm.com and has social profiles on LinkedIn.

How much revenue does INTELUS Wealth Management, LLC generate?

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As of September 2026, INTELUS Wealth Management, LLC's annual revenue is estimated to be $1M - $10M.

What is INTELUS Wealth Management, LLC's NAICS code?

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INTELUS Wealth Management, LLC's NAICS code is 52 - Finance and Insurance.

How many employees does INTELUS Wealth Management, LLC have currently?

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As of September 2026, INTELUS Wealth Management, LLC has approximately 7 employees across 1 continents, including North America. Key team members include Paraplanner At Intelus Wealth Management, Llc: M. K. Explore INTELUS Wealth Management, LLC's employee directory with LeadIQ.

What industry does INTELUS Wealth Management, LLC belong to?

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INTELUS Wealth Management, LLC operates in the Financial Services industry.

What technology does INTELUS Wealth Management, LLC use?

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INTELUS Wealth Management, LLC's tech stack includes iCIMS, Amazon Web Services, WordPress, jQuery Migrate, Datadog, Piwik PRO Core, Nginx and OpenResty.

What is INTELUS Wealth Management, LLC's email format?

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INTELUS Wealth Management, LLC's email format typically follows the pattern of First.Last@inteluswm.com. Find more INTELUS Wealth Management, LLC email formats with LeadIQ.

When was INTELUS Wealth Management, LLC founded?

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INTELUS Wealth Management, LLC was founded in 2017.
INTELUS Wealth Management, LLC logo

INTELUS Wealth Management, LLC

Financial ServicesAlabama, United States2-10 Employees

INTELUS Wealth Management, LLC operates as a financial planning firm focused on helping clients establish, grow, and protect their financial legacies through holistic advice. Based in Birmingham, Alabama, the company serves individuals and households seeking comprehensive guidance on asset management and long-term financial security, leveraging more than 19 years of industry experience possessed by its founder. The firm conducts securities activities through LPL Financial and provides investment advice via Level Four Advisory Services, with INTELUS and Level Four positioned as separate entities from LPL Financial, indicating a framework that combines third-party custodial and advisory relationships. The organization emphasizes a local footprint and specifies that it is registered to conduct business in multiple states, directing inquiries to its website for a list of those states. While operating in the financial services sector, the firm’s structure and partnerships reflect its approach to integrating independent advisory services with established custodial support.

Section iconCompany Overview

NAICS Code
52 - Finance and Insurance
Founded
2017
Employees
2-10

Section iconFunding & Financials

  • $1M - $10M

    INTELUS Wealth Management, LLC's revenue is estimated to be in the range of $1M - $10M

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