| Name | Title | Ownership | Since |
|---|---|---|---|
| Lehmann, Inc. Control | Managing Member | 25-50% | 2024 |
| Richard Lehmann Carroll Control | Chief Compliance Officer | Under 5% | 2023 |
| Surf2springs, Inc. Control | Managing Member | 50-75% | 2024 |
Intentional Wealth Strategies reports $139.6 million in regulatory assets under management on its Form ADV.
Intentional Wealth Strategies reports 2 employees.
Intentional Wealth Strategies is based in Colorado Springs, CO and has been SEC-registered since 2023.
Intentional Wealth Strategies is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1125 Kelly Johnson Blvd., Suite 111, Colorado Springs, CO 80920 |
| Phone | 719-694-8002 |
| Office hours | 8a.m. - 5p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
| Discretionary | $139.6M |
| Non-discretionary | $0 |
| Total (RAUM) | $139.6M |