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Richard Lehmann Carroll

Chief Compliance OfficerIntentional Wealth StrategiesCRD 5548162

About Richard Lehmann Carroll

Richard Lehmann Carroll is listed as Chief Compliance Officer at Intentional Wealth Strategies in Colorado Springs, CO. Form ADV reports a beneficial ownership band of Under 5%. Richard Lehmann Carroll is associated with 2 registered advisers.

Reported ownership

Owns Under 5% of Intentional Wealth Strategies
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Richard Lehmann Carroll work?

Richard Lehmann Carroll is listed as Chief Compliance Officer at Intentional Wealth Strategies on SEC Form ADV.

How much of Intentional Wealth Strategies does Richard Lehmann Carroll own?

Form ADV reports a beneficial ownership band of Under 5%.

Intentional Wealth Strategies

TitleChief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2023
View Intentional Wealth Strategies →

Intentional Wealth Strategies

TitleOwner
OwnershipOver 75%
Control personYes
Since2024
View Intentional Wealth Strategies →