Intentional Wealth Partners

Overview

Intentional Wealth Partners LLC is an independent registered investment adviser that focuses on serving individual and family clients. The firm offers a mix of engagement models — fee based on a percentage of assets under management, hourly charges, and fixed-fee arrangements — and provides financial planning, portfolio management for individuals and small businesses, and educational seminars or workshops. The firm’s ADV indicates it is not classified as an active ESG investor and is not recorded as a multi-state adviser, and ownership is listed as an individual-owned LLC. The firm does not position itself as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices