1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2INTREPID WEALTH PARTNERS, LLC

Map pin
Phone8554978737
NotebookSEC #801-122744
Total AUM
$42M
Employees
2
Clients
117

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9AM - 5PM
Monday - Friday
Phone
8554978737

ReceiptFinancials

Total AUM
$42M
Accounts
117
Discretionary
$42M
Accounts
117
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
103
AUM
$18.5M
HNW Individual Clients
13
AUM
$21.6M
Corporation or Business Clients
1
AUM
$1.9M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account