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INTENTIONAL LIVING FP
INTENTIONAL LIVING FP LLC
CRD 312500
123 N SEGUIN AVE. STE, 202, NEW BRAUNFELSS, TX, 78130, United States
Phone
830-624-5311
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$40.9M
Discretionary AUM
$40.9M
Team
4 total employees; 2 advisory reps; 10 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 99 | $25.4M |
| High net worth individuals | 33 | $15.5M |
All web addresses on file
Official SEC filing: View on IAPD