INTENTIONAL

INTENTIONAL, LLC

CRD 318570 · SEC 801-123251

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850 BEE BALM TRAIL, FORT MILL, SC, 29708, United States

Phone

1-866-752-6410

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$175.8M

Discretionary AUM

$175.8M

Team

3 total employees; 3 advisory reps

Clients

251-500

Fees

Percentage of AUM; Hourly charges

Org form

Limited Liability Company

Filing date

2026-06-04

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersPublication of periodicalsEducational seminars

Client types

Type	Clients	AUM
Individuals	353	$79.4M
High net worth individuals	42	$89.1M
Pension/profit sharing plans	5	$7.3M

States served

DE, MD, NC, SC, VA, HI, FL

All web addresses on file

https://www.primewm.com/
https://www.i10wealth.com

Official SEC filing: View on IAPD