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INTREPID WEALTH PARTNERS, LLC

· CRD 317153 · IAPD ↗ · 8554978737

$42.0MRegulatory AUM
2Advisory reps
2Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
February 2025 — INTREPID WEALTH PARTNERS, LLC (location n/a) left the SEC roster (was $42.0M RAUM, 2 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
25
March 2024 — INTREPID WEALTH PARTNERS, LLC changed its website from intrepidwealthpartners.com to tribeofluxury.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
65
March 2024 — INTREPID WEALTH PARTNERS, LLC now reports custody of client assets ($35.1M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.