CRD: 327743
Intentional Wealth Strategies
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- Custodian
- Charles Schwab & Company ยท Raymond James
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Richard Lehmann Carroll
Chief Compliance Officer, Financial Advisor, General Partner
- CRD
- #5548162
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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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 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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