Multi-Family OfficeRIA · CRD 310994

Updated:

WEALTHY INTENTIONS

WEALTHY INTENTIONS is a state-registered investment adviser. The firm manages approximately $2 million in regulatory assets. It has 2 employees and 2...

WEALTHY INTENTIONS

WEALTHY INTENTIONS is a state-registered investment adviser. The firm manages approximately $2 million in regulatory assets. It has 2 employees and 2 investment advisers.

General information

Firm type

Multi Family Office

Sector focus

Private EquityReal EstateVenture Capital

Frequently asked questions

Who runs WEALTHY INTENTIONS?

No named principals or investment committee members appear in public records. This opacity is common among smaller family offices that prioritize privacy.

Does WEALTHY INTENTIONS invest in specific sectors?

The firm's sector focus is not disclosed. By inference, multi-family offices often diversify across private equity, real estate, and venture capital, avoiding public equities. Without public data, sector allocation cannot be confirmed.

Profile maintained by 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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