Intentional Wealth Strategies
Intentional Wealth Strategies is an SEC-registered wealth manager in Colorado Springs, CO with $171.3M assets under management (AUM, regulatory AUM), +23% over one year. See who owns Intentional Wealth Strategies: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 327743, SEC 801-128740, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $171.3M (2026-03-31)
- Firm type
- Wealth Manager
- Location
- Colorado Springs, CO
- Employees
- 4
- Clients
- 161
- CRD
- 327743
- Ownership
- LEHMANN, INC.; SURF2SPRINGS, INC.; LONG, CHRISTOPHER, DANIEL; Carroll, Richard, Lehmann
How much AUM does Intentional Wealth Strategies have?
Intentional Wealth Strategies reported $171.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Intentional Wealth Strategies?
Disclosed owners and executives of Intentional Wealth Strategies include LEHMANN, INC., SURF2SPRINGS, INC., LONG, CHRISTOPHER, DANIEL, Carroll, Richard, Lehmann. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.