RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Colorado
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Aug 7, 2025
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
Carroll, Richard, LehmannICHIEF COMPLIANCE OFFICERNA Control
Carroll, Richard, LehmannICHIEF COMPLIANCE OFFICERNA Control
Carroll, Richard, LehmannICHIEF COMPLIANCE OFFICERNA Control
Carroll, Richard, LehmannICHIEF COMPLIANCE OFFICERNA Control
LEHMANN, INC.DEMANAGING MEMBERD Control
LEHMANN, INC.DEMANAGING MEMBERD Control
LONG, CHRISTOPHER, DANIELIMANAGING MEMBERD Control
LONG, CHRISTOPHER, DANIELIMANAGING MEMBERD Control
LONG, CHRISTOPHER, DANIELIMANAGING MEMBERD Control
LONG, CHRISTOPHER, DANIELIMANAGING MEMBERD Control
SURF2SPRINGS, INC.DEMANAGING MEMBERD Control
SURF2SPRINGS, INC.DEMANAGING MEMBERD Control
Carroll, Richard, LehmannIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERC Control
Carroll, Richard, LehmannIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERC Control
Carroll, Richard, LehmannIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERC Control
Carroll, Richard, LehmannIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERC Control
LEHMANN, INC.DEMANAGING MEMBERC Control
LEHMANN, INC.DEMANAGING MEMBERC Control
SURF2SPRINGS, INC.DEMANAGING MEMBERC Control
SURF2SPRINGS, INC.DEMANAGING MEMBERC Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
Carroll, Richard, LehmannILEHMANN, INC.E Control
LONG, CHRISTOPHER, DANIELISURF2SPRINGS, INC.E Control

Registrations

Federal

IA
Aug 7, 2025 REGISTERED

Notice Filings (5)

AZ CA CO MD TX

Address

1125 KELLY JOHNSON BLVD.
SUITE 111
COLORADO SPRINGS, CO 80920
United States
Phone: 719-694-8002