Intentional Wealth Strategies

Intentional Wealth Strategies (CRD# 327743) is a financial advisory firm headquartered in Colorado Springs, CO. They manage $122,764,504 in 560 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
1125 Kelly Johnson Blvd., Suite 111, Colorado Springs, CO 80920
https://intentionalwealth.com/
By the Numbers
  • Total Assets Under Management
    123
    MILLION
  • Total Number of Accounts
    560
    ACCOUNTS
  • Average Account Value
    $219,222
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, TX

Financial Advisors at Intentional Wealth Strategies
Showing 1 - 2 of 2 top financial advisors.
1
Richard Carroll, financial advisor Colorado Springs CO
Richard L. Carroll
CRD#: 5548162
1125 Kelly Johnson Blvd., Suite 111, Colorado Springs, CO 80920

Richard Carroll (CRD# 5548162) is an Investment Advisor Representative working at Intentional Wealth Strategies in Colorado Springs, CO and has over 11 years of experience in the finance industry.

2
Christopher Long, financial advisor Colorado Springs CO
Christopher D. Long
CRD#: 5162120
1125 Kelly Johnson Blvd., Suite 111, Colorado Springs, CO 80920

Christopher Long (CRD# 5162120) is an Investment Advisor Representative working at Intentional Wealth Strategies in Colorado Springs, CO and has over 17 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals