INTENTIONAL WEALTH STRATEGIES
CRD #327743 SEC #801-128740 COLORADO SPRINGS, CO 719-694-8002
SEC Registered
Total AUM
$139.6M
Discretionary
$139.6M
Employees
2
Clients
101
Accounts
573
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $139.6M | $139.6M | $0 | 2 | 0 |
| Mar 2025 | $139.6M | $139.6M | $0 | 2 | 0 |
| Jan 2025 | $122.8M | $122.2M | $598.2K | 2 | 0 |
| Apr 2024 | $122.8M | $122.2M | $598.2K | 2 | 0 |
| Feb 2024 | $122.8M | $122.2M | $598.2K | 2 | 0 |
| Jan 2024 | $122.8M | $122.2M | $598.2K | 2 | 0 |
| Sep 2023 | $0 | $0 | $0 | 2 | 0 |
| Aug 2023 | $0 | $0 | $0 | 2 | 0 |
DateAug 2025
Total AUM$139.6M
Discretionary$139.6M
Non-Disc.$0
Employees2
Clients0
DateMar 2025
Total AUM$139.6M
Discretionary$139.6M
Non-Disc.$0
Employees2
Clients0
DateJan 2025
Total AUM$122.8M
Discretionary$122.2M
Non-Disc.$598.2K
Employees2
Clients0
DateApr 2024
Total AUM$122.8M
Discretionary$122.2M
Non-Disc.$598.2K
Employees2
Clients0
DateFeb 2024
Total AUM$122.8M
Discretionary$122.2M
Non-Disc.$598.2K
Employees2
Clients0
DateJan 2024
Total AUM$122.8M
Discretionary$122.2M
Non-Disc.$598.2K
Employees2
Clients0
DateSep 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateAug 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0