SEC Form ADV

INTENTIONAL WEALTH STRATEGIES

Registered Investment AdviserCO
$171.3M
Assets Under Management
581
Total Clients
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Registration Details

Accession
CRD-327743
Location
COLORADO SPRINGS, CO
Filing Date
March 31, 2026
AUM
$171.3M
Total Clients
581
Amendment
No

About this Adviser

INTENTIONAL WEALTH STRATEGIES is a registered investment adviser headquartered in COLORADO SPRINGS, CO, managing approximately $171.3M in assets across 581 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.