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INTENTIONAL WEALTH STRATEGIES
CRD 327743 · SEC 801-128740
1125 KELLY JOHNSON BLVD., SUITE 111, COLORADO SPRINGS, CO, 80920, United States
Phone
719-694-8002
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$171.3M
Discretionary AUM
$171.3M
Team
4 total employees; 3 advisory reps; 1 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 109 | $46.6M |
| High net worth individuals | 52 | $113.9M |
States served
AZ, CA, CO, MD, TX
All web addresses on file
Official SEC filing: View on IAPD