Intentional Retirement, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Omaha, NE. Its latest Form ADV filing, dated March 19, 2026, reports $150M in regulatory assets under management, 2 employees, and 465 accounts.
Assets Under Management
$150M
Employees
2
Offices
--
Total Clients
293
Primary office
OMAHA, NE
17117 OAK DRIVE, SUITE D, OMAHA, NE, United States
Top client segmentIndividuals represent 72.7% of total clients.
Top client categories% of clientsClients
1
Individuals
72.7%
213
2
HNWI
25.6%
75
3
Corporations
1.7%
5
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$150Mas of March 19, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$150M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$150M
Total Accounts465
10Y AUM Change+$40M (+36.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee147:1
10Y Employee Change+1 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.