{
  "crd_number": 310655,
  "slug": "intentional-retirement-llc-omaha-ne-310655",
  "primary_business_name": "INTENTIONAL RETIREMENT, LLC",
  "legal_name": "INTENTIONAL RETIREMENT, LLC",
  "dbas": [],
  "city": "Omaha",
  "state": "NE",
  "country": "United States",
  "cbsa_code": "36540",
  "metro": {
    "cbsa_code": "36540",
    "common_name": "Omaha",
    "msa_name": "Omaha, NE-IA",
    "path": "/advisors/ne/omaha"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2024-04-18",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-03-19",
  "carried_forward": false,
  "raum_total": 150000352.0,
  "raum_discretionary": 0.0,
  "raum_non_discretionary": 150000352.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 2,
  "advisory_employees": 1,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 1146132.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 40866804.0,
      "count": 213
    },
    "high_net_worth_individuals": {
      "raum": 106594650.0,
      "count": 75
    },
    "corporations_other_businesses": {
      "raum": 1392766.0,
      "count": 5
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "IA",
    "NE",
    "TX"
  ],
  "websites": [
    "https://facebook.com/intentionalretirement",
    "https://instagram.com/intentionalretirement",
    "https://intentionalretirement.com",
    "https://youtube.com/c/IntentionalRetirement"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/310655",
  "city_as_filed": "OMAHA",
  "url": "https://advisorcensus.com/firm/intentional-retirement-llc-omaha-ne-310655",
  "display_name": "Intentional Retirement, LLC",
  "summary": "Intentional Retirement, LLC is an SEC-registered investment advisory firm in Omaha, NE, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 19, 2026.",
  "citation": "AdvisorCensus. Intentional Retirement, LLC (CRD 310655): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "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",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Intentional Retirement, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Intentional Retirement, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Intentional Retirement, LLC located?",
      "a": "Intentional Retirement, LLC's principal office is in Omaha, NE, according to its Form ADV."
    },
    {
      "q": "Is Intentional Retirement, LLC registered with the SEC or a state?",
      "a": "Intentional Retirement, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 310655."
    },
    {
      "q": "How much does Intentional Retirement, LLC manage?",
      "a": "Intentional Retirement, LLC reports $150,000,352 in regulatory assets under management in its Form ADV filing dated March 19, 2026 (0% discretionary)."
    },
    {
      "q": "How have Intentional Retirement, LLC's assets and staff changed since 2024?",
      "a": "In the Form ADV data for Intentional Retirement, LLC: Regulatory assets under management: $110,005,225 in the October 2024 data and $150,000,352 in the October 2026 data, up 36%. Total employees: 1 in October 2024 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Intentional Retirement, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (213); high net worth individuals (75); corporations or other businesses not listed above (5)."
    },
    {
      "q": "Which custodians does Intentional Retirement, LLC use?",
      "a": "Intentional Retirement, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Intentional Retirement, LLC report any disciplinary disclosures?",
      "a": "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/310655"
    },
    {
      "q": "What changed in Intentional Retirement, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $131,473,846 to $150,000,352 (+14%)."
    }
  ],
  "filing_history": [
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 110005225.0,
      "total_employees": 1,
      "filing_date": "2024-03-16"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 131473846.0,
      "total_employees": 2,
      "filing_date": "2025-03-11"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 150000352.0,
      "total_employees": 2,
      "filing_date": "2026-03-19"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $131,473,846 to $150,000,352 (+14%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/intentional-retirement-llc-omaha-ne-310655.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 213,
      "fewer_than_5": false,
      "raum": 40866804.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 75,
      "fewer_than_5": false,
      "raum": 106594650.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 1146132.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 5,
      "fewer_than_5": false,
      "raum": 1392766.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/310655",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}