Intentional Retirement, LLC
● SEC registered since 2024CRD 310655SEC# 801-129915Omaha, NE
Reg. AUM
$150M
Employees
2
Accounts
465
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 $150 million in regulatory assets under management and employs 2 people.
Intentional Retirement, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Joseph Robert Hearn Control | Managing Member, Chief Compliance Officer | Over 75% | 2020 |
Frequently asked questions
How much does Intentional Retirement, LLC manage?
Intentional Retirement, LLC reports $150 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
| Address | 17117 Oak Drive, Suite D, Omaha, NE 68130 |
| Phone | 402-885-9090 |
| Office hours | 8:00 To 5:00 |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$150M▲ 14%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 83%
Larger than 17% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$150Mregulatory AUM
Discretionary $0Non-discretionary $150M