INTENTIONAL WEALTH PARTNERS

INTENTIONAL WEALTH PARTNERS of CLEVELAND, OH is an SEC-registered investment adviser (CRD 286157). Regulatory assets under management: $60.1M.

Registration

• CRD: 286157
• Type: Registered investment adviser
• Location: 7017 PEARL RD, CLEVELAND, OH, 44130
• Phone: (440) 545-1001
• Latest filing: 2026-07-13
• Regulatory AUM: $60.1M
• Discretionary AUM: $60.1M
• Clients: 4
• Accounts: 288

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 286157 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search