# Intrepid Wealth Partners, LLC

> Intrepid Wealth Partners, LLC is a state-registered investment advisory firm, registered since 2024, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 20, 2026.

- CRD: 317153
- Filed as: INTREPID WEALTH PARTNERS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: March 20, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/317153
- AdvisorCensus page: https://advisorcensus.com/firm/intrepid-wealth-partners-llc-317153

## Quick answers

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

**Is Intrepid Wealth Partners, LLC registered with the SEC or a state?**
Intrepid Wealth Partners, LLC is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 317153.

**How much does Intrepid Wealth Partners, LLC manage?**
Intrepid Wealth Partners, LLC reports $53,794,996 in regulatory assets under management in its Form ADV filing dated March 20, 2026 (100% discretionary).

**How have Intrepid Wealth Partners, LLC's assets and staff changed since 2022?**
In the Form ADV data for Intrepid Wealth Partners, LLC: Regulatory assets under management: $33,000,000 in the October 2022 data and $53,794,996 in the October 2026 data, up 63%. Total employees: 1 in October 2022 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Intrepid Wealth Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (137); high net worth individuals (23); corporations or other businesses not listed above (1).

**Does Intrepid Wealth Partners, LLC 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/317153

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $53,794,996
- Discretionary: $53,794,996
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 137 | $21,182,996 |
| High net worth individuals | 23 | $30,475,000 |
| Corporations or other businesses not listed above | 1 | $2,137,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2024 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, MN, NY, VT, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- intrepidwealthpartners.com
- tribeofluxury.com
- Facebook @intrepidwealthpartners
- LinkedIn @intrepidwealthpartners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $33,000,000 | 1 | May 18, 2022 |
| October 2023 | $35,147,988 | 2 | August 14, 2023 |
| October 2024 | $42,000,000 | 2 | September 12, 2024 |
| October 2026 | $53,794,996 | 1 | March 20, 2026 |

Regulatory assets under management: $33,000,000 in the October 2022 data and $53,794,996 in the October 2026 data, up 63%.
Total employees: 1 in October 2022 and 1 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Intrepid Wealth Partners, LLC (CRD 317153): Form ADV filing data as of October 2026.