Intrepid Wealth Partners, LLC
Intrepid Wealth Partners, LLC is an SEC-registered mass-market adviser with $42.0M assets under management (AUM, regulatory AUM), +19% over one year. See who owns Intrepid Wealth Partners, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 317153, data through 2024-12-10.
- AUM (assets under management / regulatory AUM)
- $42.0M (2024-12-10)
- Firm type
- Mass-Market Adviser
- Employees
- 2
- Clients
- 117
- CRD
- 317153
- Ownership
- NOTMAN, DEREK, N.H.
How much AUM does Intrepid Wealth Partners, LLC have?
Intrepid Wealth Partners, LLC reported $42.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2024-12-10).
Who owns Intrepid Wealth Partners, LLC?
Disclosed owners and executives of Intrepid Wealth Partners, LLC include NOTMAN, DEREK, N.H.. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.