CRD: 327743
Intentional Wealth Strategies
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Raymond James
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 09-15-2023
- Office Locations
- 2
Office Locations
About Intentional Wealth Strategies
Intentional Wealth Strategies is an independent SEC-registered RIA providing holistic financial planning and investment management that integrates strategic tax planning, multigenerational wealth planning, and investment research. The firm serves private wealth clients (including small business owners, medical professionals, and pre-retirees/retirees) as well as institutions such as endowments and foundations. Its iPlan365 annual cycle focuses on growing, protecting, and optimizing wealth.
Reported data analysis
What the numbers show
Between August 7, 2025 and March 31, 2026, reported AUM increased 22.6%, from $139.6M to $171.3M.
Across 3 reported observations, AUM increased 39.5% between April 10, 2024 and March 31, 2026, from $122.8M to $171.3M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 162 clients, or 54 clients per representative. That equates to $1.1M in reported AUM per client.
The profile lists 2 reported office locations and 2 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
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Intentional Wealth Strategies's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full Intentional Wealth Strategies record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Richard Lehmann Carroll
Chief Compliance Officer, Financial Advisor, General Partner
- CRD
- #5548162
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
Unlock allContacts
CHRISTOPHER DANIEL LONG
Partner
- CRD
- #5162120
Blake Pierce Luehlfing
--
- CRD
- #8138783
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $171,262,114 | $294,771 |
| Non-Discretionary | $0 | -- |
| Total | $171,262,114 | $294,771 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Intentional Wealth Strategies has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.