# WEALTHY WITH INTENTION

WEALTHY WITH INTENTION is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/sage-duguay

## Regulatory record

- **CRD number:** 334643
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/334643

## About

Wealthy with Intention is a state-registered investment adviser. It has 1 employee and 1 investment adviser.

## Questions

### Is WEALTHY WITH INTENTION an active investment entity?

There is no public evidence of current investment activity — no regulatory filings, press releases, portfolio company associations, or real estate transactions link to the entity in a verifiable way. The firm's operational status cannot be confirmed from available public records.

### What does the name 'WEALTHY WITH INTENTION' suggest about the firm's mandate?

The name emphasizes intentionality — a values-driven or thesis-driven allocation approach — but no public disclosures clarify whether this refers to impact investing, faith-consistent investing, legacy planning, or a general philosophical posture toward capital deployment.

## Related profiles

- [Mindful Millions Management](https://altss.com/profile/mindful-millions-management-pllc)

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Last updated: 2026-07-06T01:24:28.681Z

Canonical page: https://altss.com/profile/wealthy-with-intention

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