Intentional Retirement, LLC
Intentional Retirement, LLC is an SEC-registered mass-market adviser in Omaha, NE with $150.0M assets under management (AUM, regulatory AUM), +14% over one year. See who owns Intentional Retirement, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 310655, SEC 801-129915, data through 2026-03-19.
- AUM (assets under management / regulatory AUM)
- $150.0M (2026-03-19)
- Firm type
- Mass-Market Adviser
- Location
- Omaha, NE
- Employees
- 2
- Clients
- 293
- CRD
- 310655
- Ownership
- HEARN, JOSEPH, ROBERT
How much AUM does Intentional Retirement, LLC have?
Intentional Retirement, LLC reported $150.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-19).
Who owns Intentional Retirement, LLC?
Disclosed owners and executives of Intentional Retirement, LLC include HEARN, JOSEPH, ROBERT. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.