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- Custodian
- Altruist
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 02-25-2021
- Office Locations
- 2
Office Locations
About Intentional Living FP
Intentional Living FP provides private wealth advisory for high net worth and ultra high net worth families and business owners navigating complexity, including liquidity events, estate/legacy planning, and tax-aware decision-making coordinated with outside tax professionals. The firm evaluates private capital and alternative investments within a broader plan and takes on a limited number of clients for long-term partnership. A differentiator is its “Wealth Identity Assessment” used upfront to align strategy with client motivations.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 142 clients, or 71 clients per representative. That equates to $288.2K in reported AUM per client.
The profile lists 2 reported office locations and 5 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
JIM DOUGLAS CRIDER
Chief Compliance Officer, Chief Executive Officer, Financial Planner
- CRD
- #6703362
- Ownership
- 75% or more
Michael Cade Grimm
FINANCIAL PLANNER
- CRD
- #6577073
- Ownership
- Less than 5%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $40,925,451 | -- |
| Non-Discretionary | $0 | -- |
| Total | $40,925,451 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Intentional Living FP has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.