I
$53.8M Total AUM
$53.8M Disc. AUM
-- 3Y CAGR
1 Employees
161 ADV. Clients
4 yrs Firm Age
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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Eagle
- Established Date
- 01-12-2022
- Office Locations
- 1
Office Locations
-- Melbourne Beach FL
About Intrepid Wealth Partners, LLC
Intrepid Wealth Partners, LLC is a Melbourne Beach-based RIA. The firm has been operating for 4 years. Managing $53.8M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Truist Bank. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$53.8M AVG AUM / ADVISOR
$334.1K AVG AUM / CLIENT
4.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
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Asset Classes
Eagle Pathway
Client Personas
Summit radial
Investment Themes
Peak north Foundation
Investment Vehicles
Foundation bridge
Services
Element element Foundation alpha Ridge matrix Pathway Horizon peak Quantum Bridge
Technology
Wave wave
Owner & Executives
DEREK N.H. NOTMAN
Chief Compliance Officer, Financial Advisor, General Partner, Managing Member
- CRD
- #5105881
- Ownership
- 75% or more
(816) 487-5479
prime.north@alphacapital.com
in linkedin.com/in/frontier-beacon
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $53,794,996 | $358,974 |
| Non-Discretionary | $0 | -- |
| Total | $53,794,996 | $358,974 |
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Separately Managed Accounts
Total SMA Asset: $53,794,996
Equity - Exchange:
18.5% Public Funds:
26.3% Equity - OTC:
21.7% Corporate - Investment Grade:
21.9% Cash:
11.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $932,114,272 | 18.5% |
| Public Funds | $1,325,113,803 | 26.3% |
| Equity - OTC | $1,093,344,848 | 21.7% |
| Corporate - Investment Grade | $1,103,421,760 | 21.9% |
| Cash | $584,460,840 | 11.6% |
| Total | $5,038,455,523 | 100.0% |