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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Intentional Retirement LLC
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| CRD # | 310655 |
| SEC # | 801-129915 |
| CIK # | |
| AUM | $131.5 M (2025-03-11) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 402-885-9090 |
| Address | 17117 Oak Drive Omaha, NE 68130 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 189 | 37.2 |
| (b) Individuals (high net worth individuals) | 69 | 92.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 1.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 1.2 |
| (n) Other | 0 | 0.0 |
| Total | 421 | 131.5 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 421 | 131.5 |
| Total | 421 | 131.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 131.5 | |
| Total | 421 | 131.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Northern Lights Advisors Inc
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|
WA | 0.1 |
|
Nolet Wealth Management LLC
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|
TX | 0.1 |
|
Vistica Wealth Advisors LLC
✚
|
CA | 0.1 |
|
Paul & Co Wealth Management Inc
✚
|
CA | 0.1 |
|
Vitral Advisors LLC
✚
|
0.1 | |
|
Gerstemeier Financial Group LLC
✚
|
0.1 | |
|
The RENN Wealth Management Group Inc
✚
|
GA | 0.1 |
|
Lightsquare Wealth Management LLC
✚
|
MI | 0.1 |
|
Five Eleven Family Office LLC
✚
|
NY | 0.1 |
|
GEA Sphere LLC
✚
|
RI | 0.1 |