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- Custodian
- Raymond James
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-18-2022
- Office Locations
- 3
Office Locations
About Intentional
Prime Wealth Management provides personalized, goals-based financial planning and pragmatic wealth management for families and individuals, retirees, business owners/entrepreneurs, and corporate retirement plans. Led by CFP® Dale Rice, the team uses an analytical, risk-aware approach to asset allocation and portfolio construction/rebalancing, and operates on the Raymond James platform.
Reported data analysis
What the numbers show
Between September 18, 2025 and June 4, 2026, reported AUM increased 18.6%, from $148.2M to $175.8M.
Across 5 reported observations, AUM increased 85.1% between July 26, 2022 and June 4, 2026, from $95.0M to $175.8M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 400 clients, or 133.3 clients per representative. That equates to $439.6K in reported AUM per client.
The profile lists 3 reported office locations and 4 years in operation. The source data was last updated on June 4, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
JAMES E ROBERTS
Chief Compliance Officer
- CRD
- #5401304
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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PATRICK RYAN FERGUSON
Manager of Financial Planning Services
- CRD
- #5610372
DALE WINTERS RICE JR
President, Wealth Advisor
- CRD
- #2644016
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $175,825,193 | $445,127 |
| Non-Discretionary | $0 | -- |
| Total | $175,825,193 | $445,127 |
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Separately Managed Accounts
SMA allocation detail is available
Intentional has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.