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
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2023 |
Intentional Wealth Strategies
| Title | Owner |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2024 |