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INTENTIONAL

FORT MILL, SC · CRD 318570 · IAPD ↗ · primewm.com · 1-866-752-6410

$175.8MRegulatory AUM
3Advisory reps
3Employees
0Clients
251-500Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
February 2026 — INTENTIONAL reports 251-500 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
25
June 2024 — INTENTIONAL changed its website from i10wealth.com to primewm.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand

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