Intrepid Wealth Partners

Intrepid Wealth Partners

Founded in 2021 by Derek Notman, a CERTIFIED FINANCIAL PLANNER® and serial entrepreneur who also co-founded the AI fintech Couplr AI, Intrepid Wealth Partners operates as a fully virtual registered investment adviser. The firm is legally domiciled in Cheyenne, Wyoming, but its principal guidepost is Madison, Wisconsin, where Notman and the core team are based. The practice was built explicitly for high-earning professionals and entrepreneurs — doctors, founders, executives, and business owners — who prefer a digital-first advisory relationship with fiduciary guardrails. Intrepid's investment methodology is rooted in evidence-based portfolio construction, with three declared pillars: investment strategy, risk management, and tax efficiency. The firm deploys client capital through customized portfolios rather than pooled funds, with no stated account minimums — a deliberate positioning against the asset-threshold orthodoxy of traditional wealth managers. Its technology backbone integrates Altruist for custody and trading, Asset Map for financial planning visualization, and Nitrogen (formerly Riskalyze) for risk analytics. The firm does not publicly disclose AUM, strategy allocations, or representative holdings, making it difficult to assess portfolio composition or benchmark performance. Its marketing materials reference a 20-year collective advisory track record, though the entity itself has operated only since 2021. The team is lean. Notman is the sole named investment professional and decision-maker, supported by an executive assistant, Karen Nickler, who has been with the firm since 2015 — predating its formal 2021 launch — and Kristen Mueller, who handles compliance and operations and holds Series 65 and multi-state insurance licenses. The firm has not disclosed total assets under advisement, number of client relationships, or any institutional or sub-advisory arrangements. It also has not announced any capital raises, strategic transactions, or fund launches. The most recent observable operational signal is the firm's 2025 addition of Nitrogen to its publicly listed tech stack — alongside Altruist and Asset Map — reinforcing its bet on data-driven risk profiling as a client-acquisition and retention tool. Intrepid's structural differentiator is its pure virtual-RIA model married to a narrow psychographic client filter. It does not maintain physical offices accessible to clients, and its principal is also an active tech founder — a dual role that embeds product-builder thinking into the advisory practice. The firm explicitly markets to "surfers and mountain climbers," signaling an advice philosophy built around lifestyle design and geographic freedom rather than traditional wealth-preservation benchmarks. This architecture contrasts with most independent RIAs, which still rely on local metro footprints and in-person relationship rituals.