# Intentional Wealth Partners

> Intentional Wealth Partners is a state-registered investment advisory firm in Cleveland, OH, registered since 2017, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated July 13, 2026.

- CRD: 286157
- Filed as: INTENTIONAL WEALTH PARTNERS
- Legal name: Great Lakes Investment Management, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Cleveland, OH
- Filing period: October 2026
- Form ADV filing dated: July 13, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/286157
- AdvisorCensus page: https://advisorcensus.com/firm/intentional-wealth-partners-cleveland-oh-286157

## Quick answers

**How is Intentional Wealth Partners compensated?**
On its Form ADV (Item 5.E, October 2026), Intentional Wealth Partners reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Intentional Wealth Partners located?**
Intentional Wealth Partners' principal office is in Cleveland, OH, according to its Form ADV.

**Is Intentional Wealth Partners registered with the SEC or a state?**
Intentional Wealth Partners is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 286157.

**How much does Intentional Wealth Partners manage?**
Intentional Wealth Partners reports $60,142,059 in regulatory assets under management in its Form ADV filing dated July 13, 2026 (100% discretionary).

**What types of clients does Intentional Wealth Partners serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (133); high net worth individuals (19).

**Does Intentional Wealth Partners report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/286157

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $60,142,059
- Discretionary: $60,142,059
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 133 | $31,628,601 |
| High net worth individuals | 19 | $28,513,458 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2017 (9 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, OH, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- intentionalwealthpartners.co
- LinkedIn @great-lakes-investment-management-llc

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Intentional Wealth Partners (CRD 286157): Form ADV filing data as of October 2026.