Intellectus Partners, LLC
Founded in 2015
ServiceFinancial / Insurance ServicesFinancial TechnologyBusiness (B2B)
Assist entrepreneurs, executives, family offices and their advisors in making their wealth impactful on people and causes they care about - effectively integrating investment, planning and philanthropic solutions to create lasting, meaningful legacies.
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Team members (7 of 7)
David J La Placa
Chief Executive Officer | Founder
FounderB
Brian Butler
Cryptocurrency Analyst
Trey Orange
Wealth Management Intern
Jeff Saccacio, Cpa, Pfs, Chfc, Tep
Head of Wealth Planning and Family Office Services
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Jay Casey
President & Co-Founder
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Nicholas Tan
Research Analyst
Amanda Lam
Executive Assistant To Chief Executive Officer