INTREPID WEALTH PARTNERS, LLC

INTREPID WEALTH PARTNERS, LLC is an SEC-registered investment adviser (CRD 317153). Regulatory assets under management: $53.8M.

Registration

• CRD: 317153
• SEC file number: 801-122744
• Type: Registered investment adviser
• Phone: 8554978737
• Latest filing: 2026-03-20
• Regulatory AUM: $53.8M
• Discretionary AUM: $53.8M
• Clients: 1
• Accounts: 356

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 317153 on SEC IAPD (source of record)
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