CRD: 286157
Intentional Wealth Partners
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- Custodian
- Altruist · Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-08-2017
- Office Locations
- 4
Office Locations
About Intentional Wealth Partners
Intentional Wealth Partners (Great Lakes Investment Management) is a fiduciary, fee-only RIA offering financial planning and investment management, with retirement and legacy planning support. The firm works with individuals and families navigating major life transitions (including divorce or loss) and provides client education via its blog and an “Investing for Women” guide. Custody includes Charles Schwab and Altruist.
Team overview
Insights
No keyword tags available.
Owner & Executives
LEAH A HADLEY
Analyst, Chief Compliance Officer, Managing Member
- CRD
- #5119724
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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JENNIFER SUZZANE BUSH
--
- CRD
- #4730785
DENISE GREENE FRENCH
Regional Sales Director
- CRD
- #2817203
Oak optima
Horizon catalyst
- CRD
- #39399
Showing 2 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $60,142,059 | -- |
| Non-Discretionary | $0 | -- |
| Total | $60,142,059 | -- |
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Separately Managed Accounts
Total SMA Asset: $60,142,059
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $920,194,395 | 29.3% |
| Public Funds | $1,127,473,679 | 35.9% |
| Cash | $1,092,927,131 | 34.8% |
| Total | $3,140,595,205 | 100.0% |