# Intentional Wealth Strategies

Intentional Wealth Strategies is a Multi Family Office based in United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** intentionalws.com
- **LinkedIn:** https://www.linkedin.com/company/intentional-wealth-strategies

## Regulatory record

- **CRD number:** 327743
- **SEC file number:** 801-128740
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/327743

## About

Intentional Wealth Strategies is an SEC-registered investment adviser in Colorado Springs, CO, registered since 2023. The firm manages approximately $171 million in regulatory assets. It has 4 employees and 3 investment advisers.

## Sectors

- Real Estate
- Private Credit
- Energy Transition & Renewables

## Questions

### How does Intentional Wealth Strategies structure its investments?

The firm uses a deal-by-deal syndication model rather than a blind-pool fund. Each opportunity — whether a real estate acquisition or a credit facility — is structured as a standalone vehicle. Investors commit capital on a per-deal basis, which provides transparency into the specific asset and its underwriting before capital is called.

### Does the firm accept fund commitments or only direct deals?

All known activity points to an exclusively direct-deal model. The firm does not appear to manage any discretionary commingled funds. Each investment is offered as a standalone opportunity, which means participating families conduct their own diligence and commit to individual assets rather than a multi-year fund vehicle.

### Who is the typical co-investor in an Intentional Wealth Strategies deal?

The firm works with high-net-worth families and individuals seeking direct exposure to alternatives. Because the model requires active decision-making at the deal level, co-investors tend to be families comfortable evaluating granular asset-level risk rather than delegating to a fund manager. Minimum commitment sizes are set on a deal-by-deal basis.

### What geographies does the firm invest in?

Domestic Sun Belt and Mountain West markets have been cited in connection with the firm's real estate and energy transactions. These regions are selected for demographic tailwinds, landlord-friendly regulatory environments, and solar resource availability. No international investments have been confirmed through public record.

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Last updated: 2026-07-06T01:24:18.683Z

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