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| Keyboard |
| Intentional Wealth Strategies
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|---|---|
| CRD # | 327743 |
| SEC # | 801-128740 |
| CIK # | 0002119881 |
| AUM | 171.3 M (2026-03-31) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 719-694-8002 |
| Address | 1125 Kelly Johnson Blvd Colorado Springs, CO 80920 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| iShares Comex Gold Trust | 2.0 | ||
| Apple Inc | 1.4 | ||
| ETFS Silver Trust | 0.6 | ||
| Alphabet Inc | 0.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 109 | 46.6 |
| (b) Individuals (high net worth individuals) | 52 | 113.9 |
| (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 | 0.5 |
| (h) Charitable organizations | 0 | 0.6 |
| (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 | 0 | 9.6 |
| (n) Other | 0 | 0.0 |
| Total | 581 | 171.3 |
| By Discretionary | ||
| Discretionary | 581 | 171.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 581 | 171.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 171.3 | |
| Total | 581 | 171.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002119881] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 1 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Voyage Wealth Management LLC
✚
|
171.5 M | |
|
Kennon-Green & Company LLC
✚
|
OH | 171.4 M |
|
Assabet Advisors LLC
✚
|
MA | 171.4 M |
|
Granada Wealth Management LLC
✚
|
NC | 171.4 M |
|
Hoover Private Wealth LLC
✚
|
MI | 171.3 M |
|
TAM Financial Advisors LLC
✚
|
171.3 M | |
|
Entruity Wealth LLC
✚
|
CA | 171.3 M |
|
PEB Capital Management LLC
✚
|
OH | 171.0 M |
|
Yandell Investments LLC
✚
|
FL | 171.0 M |
|
Cohesion Wealth Management LLC
✚
|
CO | 171.0 M |