INTENTIONAL WEALTH STRATEGIES

1125 Kelly Johnson Blvd.
Suite 111
Colorado Springs, Colorado 80920
Tel: 719-694-8002

About INTENTIONAL WEALTH STRATEGIES

INTENTIONAL WEALTH STRATEGIES, formally registered with the SEC as INTENTIONAL WEALTH STRATEGIES. The firm was established in 09/15/2023. They have over 1 offices throughout the country.

INTENTIONAL WEALTH STRATEGIES is a Colorado Springs, Colorado based Financial Planning firm with nearly $122,764,504 assets under management, offering retirement planning & investment advisory services to 560 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	327743
SEC#	801-128740
Assets Managed by Firm	$122,764,504
No. of Clients	560
No. of Advisors	2

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	560	$122,764,504
Individuals (other than high net worth individuals)	117	$46,536,010
High net worth individuals	37	$66,757,877
Pension and profit sharing plans	1	$139,310
Charitable organizations	2	$1,071,920
Corporations or other businesses	2	$8,259,387

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