LLOYDS INTREPID WEALTH MANAGEMENT

LLOYDS INTREPID WEALTH MANAGEMENT of THE WOODLANDS, TX is an SEC-registered investment adviser (CRD 307839). Regulatory assets under management: $61.3M.

Registration

• CRD: 307839
• Type: Registered investment adviser
• Location: 1330 LAKE ROBBINS DR, THE WOODLANDS, TX, 77380
• Phone: 281-886-3039
• Latest filing: 2026-03-17
• Regulatory AUM: $61.3M
• Discretionary AUM: $58.1M
• Non-discretionary AUM: $3.2M
• Clients: 4
• Accounts: 134

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 307839 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search