# Wealthy With Intention

> Wealthy With Intention is a state-registered investment advisory firm, registered since 2025, with no regulatory assets under management reported in its Form ADV filing dated March 13, 2026.

- CRD: 334643
- Filed as: WEALTHY WITH INTENTION
- Legal name: Wealthy With Intention LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Maine
- Filing period: October 2026
- Form ADV filing dated: March 13, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/334643
- AdvisorCensus page: https://advisorcensus.com/firm/wealthy-with-intention-334643

## Quick answers

**How is Wealthy With Intention compensated?**
On its Form ADV (Item 5.E, October 2026), Wealthy With Intention reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees).

**Is Wealthy With Intention registered with the SEC or a state?**
Wealthy With Intention is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 334643.

**Does Wealthy With Intention 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/334643

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Advisory services (Item 5.G)
- Financial planning services

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: ME
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- wealthywithintention.com
- Instagram @wealthywithintention
- LinkedIn @sage-duguay
- YouTube @WealthyWithIntention

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wealthy With Intention (CRD 334643): Form ADV filing data as of October 2026.