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INTENTIONAL WEALTH STRATEGIES

COLORADO SPRINGS, CO · CRD 327743 · IAPD ↗ · intentionalwealth.com · 719-694-8002

$171.3MRegulatory AUM
3Advisory reps
4Employees
1Clients
101-250Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
December 2025 — INTENTIONAL WEALTH STRATEGIES notice-filed in MD.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
December 2025 — INTENTIONAL WEALTH STRATEGIES added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2025 — INTENTIONAL WEALTH STRATEGIES reports 101-250 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
42
February 2025 — INTENTIONAL WEALTH STRATEGIES notice-filed in AZ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
40
May 2024 — INTENTIONAL WEALTH STRATEGIES filed an Item 4A succession naming INTENTIONAL WEALTH STRATEGIES (CRD 327743) — an entity change, not a deal.
Item 4A succession where the acquired firm is the same business (entity change, not a deal).
Integration & migration consultingCompliance
42
March 2024 — INTENTIONAL WEALTH STRATEGIES notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
February 2024 — INTENTIONAL WEALTH STRATEGIES's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP

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