Intentional Wealth Strategies

Investment Management • Colorado Springs, Colorado, United States • 1-10 Employees

Company overview

Headquarters	1125 Kelly Johnson Blvd Suite 111, Colorado Springs, Colorado 80920, us
Phone number	+17196948002
Website	intentionalwealth.com
NAICS	5231
Employees	1-10
Socials

Key Contact at Intentional Wealth Strategies

Chris Long

Founder and Managing Partner

Intentional Wealth Strategies Email Formats

Intentional Wealth Strategies uses 1 email format. The most common is {first initial} (e.g., j@intentionalwealth.com), used 100% of the time.

Format	Example	Percentage
{first initial}	j@intentionalwealth.com	100%

About Intentional Wealth Strategies

Intentional Wealth Strategies, based in Colorado Springs, Colorado, is a Registered Investment Advisor (RIA) dedicated to empowering families, individuals, and institutions through purposeful financial and tax planning. Our holistic approach includes strategic tax strategies, multigenerational wealth management, and robust investment research and analytics, ensuring our clients achieve their financial goals with precision, confidence, and clarity. Discover how we can help you create a roadmap for greater wealth preservation and peace of mind.

Intentional Wealth Strategies revenue & valuation

Annual revenue	$427,775
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$1,400,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Employees by Department

Intentional Wealth Strategies has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Intentional Wealth Strategies has never raised funding before.

Intentional Wealth Strategies Tech Stack

Discover the technologies and tools that power Intentional Wealth Strategies's digital infrastructure, from frameworks to analytics platforms.

Modernizr

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reCAPTCHA

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Underscore.js

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Drupal

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Microsoft 365

Cloudflare

CDN

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HSTS

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Moment.js

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Frequently asked questions

Intentional Wealth Strategies is located in Colorado Springs, Colorado, US.

You can reach Intentional Wealth Strategies at +17196948002.

Intentional Wealth Strategies has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Intentional Wealth Strategies

Chris Long

Founder and Managing Partner

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