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| Keyboard |
| Intentional Retirement LLC
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|---|---|
| CRD # | 310655 |
| SEC # | 801-129915 |
| CIK # | |
| AUM | 150.0 M (2026-03-19) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 402-885-9090 |
| Address | 17117 Oak Drive Omaha, NE 68130 |
| Source | [IAPD] [Website] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 213 | 40.9 |
| (b) Individuals (high net worth individuals) | 75 | 106.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 1.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 1.4 |
| (n) Other | 0 | 0.0 |
| Total | 465 | 150.0 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 465 | 150.0 |
| Total | 465 | 150.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 150.0 | |
| Total | 465 | 150.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 5 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Auerbach Investment Services LLC
✚
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PA | 150.2 M |
|
ICOM Advisors LLC
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150.2 M | |
|
191 Godwin Associates Inc D/B/A Godwin Capital Management
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NJ | 150.1 M |
|
Union Capital Company
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AZ | 150.0 M |
|
Parrish Capital LLC
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GA | 150.0 M |
|
A Smarter Way to Invest Inc
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MI | 150.0 M |
|
Schneider Meredith Hall
✚
|
149.8 M | |
|
Portfolio Design Services LLC
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|
WI | 149.7 M |
|
Allstreet Financial LLC
✚
|
PA | 149.7 M |
|
Second Summit Wealth Management LLC
✚
|
149.7 M |