# Intuitive Wealth Management

Intuitive Wealth Management is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 298098
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/298098

## About

Intuitive Wealth Management, LLC is a state-registered investment adviser with $45 million in regulatory assets under management. The firm manages $44 million on a discretionary basis. It has 1 employee and 1 investment adviser.

## Questions

### Who runs investment decisions at Intuitive Wealth Management?

Intuitive Wealth Management does not publicly name any principals, investment committee members, or CIO. The firm's advisory team structure is not disclosed in public records or professional databases. Allocation decisions are presumed to be made internally by senior advisors, but no named individuals are confirmed.

### Which sectors does Intuitive Wealth Management explicitly avoid?

The firm does not publish any sector-based negative screens or exclusion lists. Without public investment guidelines, sector restrictions remain unknown.

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Last updated: 2026-07-06T01:24:18.792Z

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