PPrivate Fund Data Log in Join · $37/mo

Intentional Retirement, LLC

● SEC registered since 2024CRD 310655SEC# 801-129915Omaha, NE
Export (members)
Reg. AUM
$131.5M
Employees
2
Accounts
421
Location
Omaha, NE

Intentional Retirement, LLC assets under management

Intentional Retirement, LLC is a registered investment adviser overseen by the SEC based in Omaha, NE. The firm has been registered since 2024. It reports $131.5 million in regulatory assets under management and employs 2 people.
www.facebook.com/intentionalretirementView on SEC.gov ↗

Intentional Retirement, LLC owners & executives

1 reported
NameTitleOwnershipSince
Joseph Robert Hearn ControlManaging Member, Chief Compliance OfficerOver 75%2020

Frequently asked questions

How much does Intentional Retirement, LLC manage?

Intentional Retirement, LLC reports $131.5 million in regulatory assets under management on its Form ADV.

How many employees does Intentional Retirement, LLC have?

Intentional Retirement, LLC reports 2 employees.

Where is Intentional Retirement, LLC located?

Intentional Retirement, LLC is based in Omaha, NE and has been SEC-registered since 2024.

Does Intentional Retirement, LLC disclose fund performance?

Intentional Retirement, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address17117 Oak Drive, Suite D, Omaha, NE 68130
Phone402-885-9090
Office hours8:00 To 5:00
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary—
Non-discretionary$131.5M
Total (RAUM)$131.5M