Overview
Assets Under Management: $171 million
Headquarters: COLORADO SPRINGS, CO
High-Net-Worth Clients: 52
Average Client Assets: $2.2 million
Frequently Asked Questions
INTENTIONAL WEALTH STRATEGIES is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #327743), INTENTIONAL WEALTH STRATEGIES is subject to fiduciary duty under federal law.
INTENTIONAL WEALTH STRATEGIES is headquartered in COLORADO SPRINGS, CO.
INTENTIONAL WEALTH STRATEGIES serves 52 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, INTENTIONAL WEALTH STRATEGIES offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
INTENTIONAL WEALTH STRATEGIES manages $171 million in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, INTENTIONAL WEALTH STRATEGIES serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 52
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 66.52%
Average Client Assets: $2.2 million
Total Client Accounts: 581
Discretionary Accounts: 581
Regulatory Filings
CRD Number: 327743
Filing ID: 2075852
Last Filing Date: 2026-03-31 14:00:27