Intentional Wealth Strategies
● SEC registered since 2023CRD 327743SEC# 801-128740Colorado Springs, CO
Reg. AUM
$171.3M
Employees
4
Accounts
581
Location
Colorado Springs, CO
Intentional Wealth Strategies assets under management
Intentional Wealth Strategies is a registered investment adviser overseen by the SEC based in Colorado Springs, CO. The firm has been registered since 2023. It reports $171.3 million in regulatory assets under management and employs 4 people.
Intentional Wealth Strategies owners & executives
5 reported| 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 |
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Join to unlock · $37/moFrequently asked questions
How much does Intentional Wealth Strategies manage?
Intentional Wealth Strategies reports $171.3 million in regulatory assets under management on its Form ADV.
How many employees does Intentional Wealth Strategies have?
Intentional Wealth Strategies reports 4 employees.
Where is Intentional Wealth Strategies located?
Intentional Wealth Strategies is based in Colorado Springs, CO and has been SEC-registered since 2023.
Does Intentional Wealth Strategies disclose fund performance?
Intentional Wealth Strategies is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| 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 |
Regulatory AUM
$171.3M▲ 40%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 79%
Larger than 21% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$171.3Mregulatory AUM
Discretionary $171.3M