INTENTIONAL LIVING FP

INTENTIONAL LIVING FP of NEW BRAUNFELSS, TX is an SEC-registered investment adviser (CRD 312500). Regulatory assets under management: $40.9M.

Registration

• CRD: 312500
• Type: Registered investment adviser
• Location: 123 N SEGUIN AVE. STE, 202, NEW BRAUNFELSS, TX, 78130
• Phone: 830-624-5311
• Latest filing: 2026-03-31
• Regulatory AUM: $40.9M
• Discretionary AUM: $40.9M
• Clients: 4
• Accounts: 537

Business model

Compensation: % of AUM, Hourly, Fixed.

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 312500 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search