# INTENTIONAL WEALTH STRATEGIES

INTENTIONAL WEALTH STRATEGIES of COLORADO SPRINGS, CO is an SEC-registered investment adviser.

## Registration

- CRD: 327743
- Type: SEC-registered investment adviser
- SEC file number: 801-128740
- Location: 1125 KELLY JOHNSON BLVD., SUITE 111, COLORADO SPRINGS, CO, 80920
- Phone: 719-694-8002
- Latest filing: 2026-03-31
- Regulatory AUM: $171.3M
- Discretionary AUM: $171.3M
- Clients: 4
- Accounts: 581

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Richard Lehmann Carroll | CHIEF COMPLIANCE OFFICER; OWNER | — |
| Christopher Daniel Long | OWNER | — |
| LONG CHRISTOPHER DANIEL | MANAGING MEMBER; OWNER | — |
| Carroll Richard Lehmann | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER; OWNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/327743/brochure
- Similar advisers: https://search.stillhousedata.com/firm/327743/similar
- Related entities: https://search.stillhousedata.com/firm/327743/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/327743

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.