COLORADO SPRINGS, COCRD 327743Latest ADV March 31, 2026
Intentional Wealth Strategies is an SEC registered investment adviser organized as a limited liability company with a primary office location in Colorado Springs, CO. Its latest Form ADV filing, dated March 31, 2026, reports $171M in regulatory assets under management, 4 employees, 1 office, and 581 accounts.
Assets Under Management
$171M
Employees
4
Offices
1 office
Total Clients
161
Primary office
COLORADO SPRINGS, CO
1125 KELLY JOHNSON BLVD., SUITE 111, COLORADO SPRINGS, CO, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 67.7% of total clients.
Top client categories% of clientsClients
1
Individuals
67.7%
109
2
HNWI
32.3%
52
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$171Mas of March 31, 2026
Discretionary100.0%
$171M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$171M
Total Accounts581
10Y AUM Change+$171M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee40:1
10Y Employee Change+2 (+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.