INTELUS Wealth Management, LLC Employee Directory

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.

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