# Intentional Wealth Strategies

> Intentional Wealth Strategies is an SEC-registered investment advisory firm in Colorado Springs, CO, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated October 1, 2026.

- CRD: 327743
- Filed as: INTENTIONAL WEALTH STRATEGIES
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Colorado Springs, CO
- Filing period: October 2026
- Form ADV filing dated: October 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/327743
- AdvisorCensus page: https://advisorcensus.com/firm/intentional-wealth-strategies-colorado-springs-co-327743

## Quick answers

**How is Intentional Wealth Strategies compensated?**
On its Form ADV (Item 5.E, October 2026), Intentional Wealth Strategies reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**How much does Intentional Wealth Strategies charge?**
Its Form ADV Part 2A brochure dated March 31, 2026 states: Flat fee: $2,000 to $10,000 (financial planning and consulting services); Flat fee: $500 to $5,000 (consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Intentional Wealth Strategies located?**
Intentional Wealth Strategies' principal office is in Colorado Springs, CO, according to its Form ADV.

**Is Intentional Wealth Strategies registered with the SEC or a state?**
Intentional Wealth Strategies is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 327743.

**How much does Intentional Wealth Strategies manage?**
Intentional Wealth Strategies reports $171,262,114 in regulatory assets under management in its Form ADV filing dated October 1, 2026 (100% discretionary).

**How have Intentional Wealth Strategies' assets and staff changed since 2023?**
In the Form ADV data for Intentional Wealth Strategies: Regulatory assets under management: $0 in the October 2023 data and $171,262,114 in the October 2026 data. Total employees: 2 in October 2023 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Intentional Wealth Strategies serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (109); high net worth individuals (52).

**Which custodians does Intentional Wealth Strategies use?**
Intentional Wealth Strategies' 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 Wealth Strategies 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/327743

**What changed in Intentional Wealth Strategies' recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $139,635,618 to $171,262,114 (+23%). Employees performing advisory functions went from 2 to 3.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Flat fee: $2,000 to $10,000 (financial planning and consulting services)

> IWS also charges a fixed start-up fee for providing financial planning and consulting services. These fees are negotiable, but range from $2,000 to $10,000

- Flat fee: $500 to $5,000 (consulting services)

> IWS’s fee range for the consulting services will be a fixed fee between $500 - $5,000, depending on the complexity and the level of involvement

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### 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: $171,262,114
- Discretionary: $171,262,114
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 109 | $46,554,576 |
| High net worth individuals | 52 | $113,931,427 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $499,979 |
| Charitable organizations | Fewer than 5 | $634,449 |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | Fewer than 5 | $9,641,683 |
| Other | 0 | Not reported |

### 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
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2023 (3 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, MD, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- intentionalwealth.com
- Facebook @intentionalwealthstrategies
- LinkedIn @intentional-wealth-strategies
- X @iw_strategies

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $0 | 2 | September 29, 2023 |
| October 2024 | $122,764,504 | 2 | April 10, 2024 |
| October 2025 | $139,635,618 | 2 | March 28, 2025 |
| October 2026 | $171,262,114 | 4 | October 1, 2026 |

Regulatory assets under management: $0 in the October 2023 data and $171,262,114 in the October 2026 data.
Total employees: 2 in October 2023 and 4 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $139,635,618 to $171,262,114 (+23%).
- Employees performing advisory functions went from 2 to 3.

### December 2025
- Registered or notice-filed in MD.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Intentional Wealth Strategies (CRD 327743): Form ADV filing data as of October 2026.