Intentional Wealth Strategies
- Regulatory AUM
- $171M
- Discretionary
- $171M
- Clients
- 161
- Avg AUM / client
- $1.1M
- Accounts
- 581
- Employees
- 4
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 109 | $46.6M | 27.2% |
| High net worth individuals | 52 | $114M | 66.5% |
| Pension and profit sharing plans | Fewer than 5 clients | $500K | 0.29% |
| Charitable organizations | Fewer than 5 clients | $634K | 0.37% |
| Corporations and other businesses | Fewer than 5 clients | $9.6M | 5.63% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Richard Lehmann Carroll | Chief Compliance Officer | CFP | Jul 2023 (3y) | ≈ 37.5% – 75% via Lehmann, Inc. |
| Christopher Daniel Long | Owner | CFP CFA | Sep 2023 (3y) | ≈ 18.75% – 50% via Surf2 Springs, Inc. |
| Blake Pierce Luehlfing | Registered representative | Aug 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Lehmann, Inc. | Managing Member | Mar 2024 | A | 50% – 75% |
| Surf2 Springs, Inc. | Managing Member | Mar 2024 | A | 25% – 50% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Richard Lehmann Carroll: 75% – 100% of Lehmann, Inc. × 50% – 75% direct ≈ 37.5% – 75% of the firm
- Christopher Daniel Long: 75% – 100% of Surf2 Springs, Inc. × 25% – 50% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 901 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Raymond James $171M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗