INTENTIONAL WEALTH STRATEGIES of COLORADO SPRINGS, CO is an SEC-registered investment adviser (CRD 327743). Regulatory assets under management: $171.3M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Charities.
| 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 | — |