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LLOYDS INTREPID WEALTH MANAGEMENT
LLOYDS INTREPID LLC
CRD 307839
1330 LAKE ROBBINS DR, SUITE 560, THE WOODLANDS, TX, 77380, United States
Phone
281-886-3039
Fax
281-720-8031
Registration
— (—)
Source
State registered
Total AUM
$61.3M
Discretionary AUM
$58.1M
Team
4 total employees; 2 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 17 | $4.2M |
| High net worth individuals | 21 | $57.1M |
All web addresses on file
Official SEC filing: View on IAPD