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WEALTHY INTENTIONS
WEALTHY INTENTIONS LLC
CRD 310994
Advisory firmPartnership
Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.
United States
Registration
— (—)
Source
State registered
Total AUM
$1.8M
Discretionary AUM
$1.8M
Team
2 total employees; 2 advisory reps; 7 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Partnership
Filing date
2026-02-21
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 7 | $1.8M |
Official SEC filing: View on IAPD