Intentional Wealth Strategies

RIASEC Registered

Total AUM

$171M

Discretionary

$171M

100% of AUM

Avg account

$295K

Accounts

581

Employees

Advisory reps

Firm details

Headquarters: Colorado Springs, Colorado
CRD number: 327743
Registered since: September 15, 2023
Website: www.intentionalwealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI66.52%
Individuals27.18%
Corporations / Businesses5.63%
Charitable Organizations0.37%
Pension & Profit Sharing Plans0.29%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Intentional Wealth Strategies LLC is an independent registered investment adviser that began SEC registration in 2023. The firm positions itself as a capital allocator for individual and family clients, combining financial planning with portfolio management for both individuals/small businesses and institutional/business clients. Its service mix includes selecting third‑party advisers when appropriate. Fees are collected as a percentage of assets under management and, in some cases, as fixed fees. The firm does not list ESG investing as part of its active approach.