Intellectus Partners reports $3.0B in regulatory AUM; 24 firms show changes

Intellectus Partners, LLC reported $3.0B in regulatory AUM in its latest Form ADV filing, compared with $1.6B in its earlier filing. These are differences between reported amounts, not asset flows. Its comparison was among those for 24 firms observed from October 2 through October 4, 2026.

Facet’s latest filing, dated October 2, 2026, lists $8.7B in regulatory AUM, compared with $7.6B in its July 31, 2026, filing. Aikya Investment Management Limited’s latest filing is dated October 1, 2026, before the observation window; it lists $5.5B, compared with $5.8B in its July 17, 2026, filing. Aikya’s comparison was observed during the October 2 through October 4 window.

Lifegoal Investments, LLC’s October 2, 2026, filing lists $558.0M in regulatory AUM, versus $356.0M in its August 10, 2026, filing. Advisorengine Portfolio Solutions Inc.’s October 1, 2026, filing lists $331.3M, compared with $176.4M in its June 18, 2026, filing.

Polson Wealth Management’s latest filing, dated October 2, 2026, lists $139.2M in regulatory AUM; its September 18, 2026, filing listed $0. The earlier filing’s zero amount is the reported starting figure, not a basis for a percentage comparison.

All firms with verified reported regulatory AUM changes

Complete qualifying firm list for observations Oct 2 – 4, 2026. Dollar and percentage changes compare reported Form ADV amounts; they do not measure flows. 3 comparisons without two exact reported amounts are excluded.