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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Intentional Wealth Strategies
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|---|---|
| CRD # | 327743 |
| SEC # | 801-128740 |
| CIK # | |
| AUM | $139.6 M (2025-03-28) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 719-694-8002 |
| Address | 1125 Kelly Johnson Blvd Colorado Springs, CO 80920 |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 109 | 39.1 |
| (b) Individuals (high net worth individuals) | 48 | 89.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.3 |
| (h) Charitable organizations | 0 | 1.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 9.1 |
| (n) Other | 0 | 0.0 |
| Total | 573 | 139.6 |
| By Discretionary | ||
| Discretionary | 573 | 139.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 573 | 139.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 139.6 | |
| Total | 573 | 139.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
CFC Planning Company LLC
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|
IN | 0.1 |
|
Sieben Wealth Planning LLC
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|
0.1 | |
|
Kensington Financial Advisors LLC
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|
NJ | 0.1 |
|
Greenway Wealth Advisors LLC
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|
NC | 0.1 |
|
Bright Investments LLC
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|
AL | 0.1 |
|
KC Asset Management Inc
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|
0.1 | |
|
Cedar Spring Advisors LLC
✚
|
0.1 | |
|
Castleton Partners LLC
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|
0.1 | |
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JOSS Brown Wealth Advisors Group LLC
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VA | 0.1 |
|
Dimensions Wealth Management LLC
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|
CA | 0.1 |