# Intentional

> Intentional is an SEC-registered investment advisory firm in Fort Mill, SC, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 4, 2026.

- CRD: 318570
- Filed as: INTENTIONAL
- Legal name: Intentional, LLC
- Also doing business as: PRIME WEALTH MANAGMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Fort Mill, SC
- Filing period: October 2026
- Form ADV filing dated: June 4, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/318570
- AdvisorCensus page: https://advisorcensus.com/firm/intentional-fort-mill-sc-318570

## Quick answers

**How is Intentional compensated?**
On its Form ADV (Item 5.E, October 2026), Intentional reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**Where is Intentional located?**
Intentional's principal office is in Fort Mill, SC, according to its Form ADV.

**Is Intentional registered with the SEC or a state?**
Intentional is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 318570.

**How much does Intentional manage?**
Intentional reports $175,825,193 in regulatory assets under management in its Form ADV filing dated June 4, 2026 (100% discretionary).

**How have Intentional's assets and staff changed since 2022?**
In the Form ADV data for Intentional: Regulatory assets under management: $94,996,432 in the October 2022 data and $175,825,193 in the October 2026 data, up 85%. Total employees: 3 in October 2022 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Intentional serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (353); high net worth individuals (42); pension and profit sharing plans (but not the plan participants or government pension plans) (5).

**Which custodians does Intentional use?**
Intentional's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Raymond James & Associates, Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Intentional report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/318570

**What changed in Intentional's recent Form ADV filings?**
In the February 2026 filing data: Regulatory assets under management went from $148,211,936 to $175,825,193 (+19%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Custodians (Schedule D, Section 5.K(3))
- Raymond James & Associates, Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $175,825,193
- Discretionary: $175,825,193
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 353 | $79,361,212 |
| High net worth individuals | 42 | $89,148,364 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 5 | $7,315,617 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops

### Firm details
- Registered since: 2022 (4 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: DE, FL, HI, MD, NC, SC, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- i10wealth.com
- primewm.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $94,996,432 | 3 | July 26, 2022 |
| October 2023 | $107,430,713 | 3 | September 25, 2023 |
| October 2024 | $124,717,218 | 3 | May 9, 2024 |
| October 2025 | $148,211,936 | 3 | February 13, 2025 |
| October 2026 | $175,825,193 | 3 | June 4, 2026 |

Regulatory assets under management: $94,996,432 in the October 2022 data and $175,825,193 in the October 2026 data, up 85%.
Total employees: 3 in October 2022 and 3 in October 2026.

## Changes in the filing (last 12 months)

### February 2026
- Regulatory assets under management went from $148,211,936 to $175,825,193 (+19%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Intentional (CRD 318570): Form ADV filing data as of October 2026.