INTELLIGENT CAPITALWORKS
SEC RegisteredYour Capital Deserves Success
About the firm
Intelligent Capitalworks is a fiduciary, fee-only wealth management and financial planning firm based in Scottsdale. They provide intellectual capital, wealth management experience, and leadership to help people with ambition achieve their goals. The firm serves families and individuals seeking long-term, tailored advisory relationships.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Fiduciary wealth management, fee-only financial planning, personal wealth management plans, long-term investment portfolios, and executive education through a Personal Wealth CEO Mentor Class. The firm positions itself as a family office-style first call for clients.
Who they serve
Families and individuals seeking long-term wealth advisory and wealth management relationships, particularly those with ambition to achieve greater financial success for themselves and their families.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 17 | $8.5M |
| High Net Worth Individuals | 79 | $353M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | — |
| Pension/Profit Sharing Plans | 0 | — |
| Charitable Organizations | 1 | $5.3M |
| State/Municipal Entities | 2 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. INTELLIGENT CAPITALWORKS has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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