Wealth Manager
    Manages Private Funds

    Intentional Finance, LLC

    Registered investment advisor · Albuquerque, New Mexico · CRD #288181

    Assets Under Management
    $43M
    Client Accounts
    245
    Employees
    1
    CRD Number
    288181
    Registration
    STATE Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Intentional Finance, LLC

    Intentional Finance, LLC is a registered investment advisory firm headquartered in Albuquerque, New Mexico, managing approximately $43M in regulatory assets across 245 client accounts. The firm's full regulatory record is filed with the SEC under CRD #288181.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Intentional Finance, LLC

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    Frequently Asked Questions

    What is Intentional Finance, LLC's AUM?

    Intentional Finance, LLC reports approximately $43M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Intentional Finance, LLC headquartered?

    Intentional Finance, LLC is headquartered in Albuquerque, New Mexico.

    What is Intentional Finance, LLC's CRD number?

    Intentional Finance, LLC's CRD number is 288181. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Intentional Finance, LLC manage?

    Intentional Finance, LLC manages approximately 245 client accounts according to its latest SEC filing.

    Is Intentional Finance, LLC SEC registered?

    Intentional Finance, LLC is registered as a STATE investment adviser.

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