No longer SEC-registered. Intentional Wealth Advisors, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
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Employees
2
Accounts
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Location
Brentwood, TN
Intentional Wealth Advisors, LLC assets under management
Intentional Wealth Advisors, LLC is an investment advisory firm registered with the SEC based in Brentwood, TN. It employs 2 people.
Where is Intentional Wealth Advisors, LLC located?
Intentional Wealth Advisors, LLC is based in Brentwood, TN.
Does Intentional Wealth Advisors, LLC disclose fund performance?
Intentional Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.