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WEALTH IQ
BEING INTENTIONAL LLC
CRD 331880
332 S MICHIGAN AVE, SUITE 900, CHICAGO, IL, 60604, United States
Phone
773-620-4446
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$1.3M
Discretionary AUM
$1.3M
Team
1 total employees; 1 advisory reps; 4 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1 | $192K |
| High net worth individuals | 1 | $1.1M |
All web addresses on file
Official SEC filing: View on IAPD