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INTENTIONAL RETIREMENT, LLC
INTENTIONAL RETIREMENT, LLC is an SEC-registered investment adviser in Omaha, NE, registered since 2024. The firm manages approximately $150 million in assets.
INTENTIONAL RETIREMENT, LLC
INTENTIONAL RETIREMENT, LLC is an SEC-registered investment adviser in Omaha, NE, registered since 2024. The firm manages approximately $150 million in assets. It has 2 employees and 1 investment adviser.
General information
Firm type
Single Family Office
Year founded
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AUM
Undisclosed
Location
Region
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Country
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City
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Corporate office
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Frequently asked questions
Who runs investment decisions at INTENTIONAL RETIREMENT, LLC?
No principals or investment decision-makers have been publicly identified for INTENTIONAL RETIREMENT, LLC. The firm does not appear in major industry databases or media reports. Without public filings or a website, the identity of the family or its advisors remains undisclosed.
How does INTENTIONAL RETIREMENT, LLC source proprietary deal flow?
There is no public information on the firm's sourcing model. Given the name's retirement focus, the office likely relies on existing financial advisors or a small internal team to manage a passive portfolio rather than competing for proprietary deal flow.
Is INTENTIONAL RETIREMENT, LLC structured as a single family office or does it operate more like a venture firm?
The firm is structured as a single-family office, as indicated by its LLC registration and name. There is no evidence it operates a venture arm, fund vehicles, or accepts external capital. Its posture appears purely personal and retirement-focused.
What investment stages does INTENTIONAL RETIREMENT, LLC typically target?
No public information exists on target investment stages. Based on the firm's name and lack of reported deal activity, the office likely focuses on income-generating assets rather than venture-stage or growth-equity investments.
Which sectors does INTENTIONAL RETIREMENT, LLC explicitly avoid?
No sector exclusions have been publicly disclosed. Without any portfolio holdings or strategy documents, it is impossible to identify areas the firm avoids.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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