Intellectus Partners
TL;DR
Founded in September 2014, it provides wealth management and wealth coaching to high-net-worth individuals, trusts and estates, with venture and private fund options.
$3.0 billion
Regulatory AUM
As of ADV filing 2026-10-01
1,219
Accounts / Clients
197 clients
0
Disclosures
Item 11 events
SEC
Registration
SEC-registered
13
Team Size
employees, 6 advisory
11 yrs
Years Registered
First registered 2015
About Intellectus Partners
Founded in September 2014, it provides wealth management and wealth coaching to high-net-worth individuals, trusts and estates, with venture and private fund options.
Office: 1050 Battery Street, Suite 100, San Francisco, CA 94111.
Best for: Business owners and executives above $5M wanting coaching plus private market access
Fee model and designations stated on the guide
Advisory feesPlanning designations named
Form ADV data
CRD173140
RegistrationSEC-registered
First registration2015
Regulatory AUM$3.0 billion
ADV filing date2026-10-01
Accounts1,219
Clients197 individual and high-net-worth clients
Employees13
Advisory employees6
Fee modelPercentage of assets, 0.50% to 2.00%; ADV 2A discloses insurance commissions and performance fees
Minimum$5,000,000 for separately managed accounts, reducible; $10M net worth for wealth coaching (ADV 2A)
Disclosure events (Item 11)0
DesignationsChFC, PFS, CPA and MBA named on the site
Source: SEC Investment Adviser Public Disclosure, CRD 173140, as of ADV filing 2026-10-01, pulled October 10, 2026.
Ranked on ProCloser
- Top 10 Wealth Managers in San Francisco, CA (2026): rank 4 of 10
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