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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

INTENTIONAL WEALTH STRATEGIES

CRD 327743

COLORADO SPRINGS, CO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:341b92dc-c96c-ef61-2e6a-65f00d6224aa

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:28 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 3
On other graphs: 0
Observed: Aug 16, 2023 to Mar 31, 2026
10 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.94 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $171MItem 5.F on the latest filing (2026-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $171M
Private client RAUM: $160MderivedItem 5.D individuals plus high net worth individuals
Private client share: 94%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $57.1Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 4
Advisory employees: 3
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 581
Individual clients: 109
High net worth clients: 52
Custody, client assets: $3.0M
SEC number: 801-128740
CRD: 327743
Filings on the tape: 10
First filed: Aug 16, 2023
Latest filed: Mar 31, 2026
Organised: Limited Liability Company, CO
Website: intentionalwealth.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
CHRISTOPHER DANIEL LONG	Certified Financial Planner\|Chartered Financial Analyst	COLORADO SPRINGS, CO	2	20	8	no
Richard Lehmann Carroll	Certified Financial Planner	COLORADO SPRINGS, CO	2	13	5	no
Blake Pierce Luehlfing	n/a	Elkridge, MD \| COLORADO SPRINGS, CO	1	11	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
Carroll, Richard, Lehmann	Owner	E	yes	03/2024	Aug 16, 2023	Apr 10, 2024
Carroll, Richard, Lehmann	CHIEF COMPLIANCE OFFICER	Na	yes	07/2023	Aug 16, 2023	Apr 10, 2024
LEHMANN, INC.	MANAGING MEMBER	D	yes	03/2024	Apr 10, 2024	Apr 10, 2024
LONG, CHRISTOPHER, DANIEL	Owner	E	yes	03/2024	Aug 16, 2023	Apr 10, 2024
SURF2SPRINGS, INC.	MANAGING MEMBER	C	yes	03/2024	Apr 10, 2024	Apr 10, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 3 of 5

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026	$171M	$171M	4	3	1	n/a	n/a
2024	Mar 28, 2025	$140M	$140M	2	2	0	n/a	n/a
2023	Jan 12, 2024	$123M	$122M	2	2	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	2	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$171M	$140M	22.6%	n/a	n/a	4	2	1	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
INTENTIONAL WEALTH STRATEGIES	2	Dec 1, 2023	Sep 29, 2023	COLORADO SPRINGS, CO	Team lift out	Other	100.0%

Relationships

Registered with (3)

← Blake Pierce LuehlfingAdvisorregistration: current employment
Aug 7, 2025 to presentfactForm ADV
← CHRISTOPHER DANIEL LONGAdvisorregistration: current employment
Sep 29, 2023 to presentfactForm ADV
← Richard Lehmann CarrollAdvisorregistration: current employment
Sep 29, 2023 to presentfactForm ADV

Controls (4)

← LONG, CHRISTOPHER, DANIELOwnerOWNER, ownership code E, individual
Aug 16, 2023 to Apr 10, 2024factForm ADV
← Carroll, Richard, LehmannOwnerOWNER, ownership code E, individual
Aug 16, 2023 to Apr 10, 2024factForm ADV
← LEHMANN, INC.OwnerMANAGING MEMBER, ownership code D, domestic entity
Apr 10, 2024 to Apr 10, 2024factForm ADV
← SURF2SPRINGS, INC.OwnerMANAGING MEMBER, ownership code C, domestic entity
Apr 10, 2024 to Apr 10, 2024factForm ADV

Dated events

Occurred
Apr 10, 2024
Succession filed (Item 4)
Intentional Wealth Strategies reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 5 days ago
Occurred
Dec 1, 2023
Team lift-out
2 advisors left Intentional Wealth Strategies (Colorado Springs, CO) for Intentional Wealth Strategies on the same day
Form ADVobserved 5 days ago
2 advisors
Occurred
Aug 16, 2023
First Form ADV filing
Long Carroll Wealth, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:341b92dc-c96c-ef61-2e6a-65f00d6224aa
First observed: Aug 16, 2023
Last observed: Mar 31, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

INTENTIONAL WEALTH STRATEGIES

CRD 327743

COLORADO SPRINGS, CO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:341b92dc-c96c-ef61-2e6a-65f00d6224aa

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:28 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

CHRISTOPHER DANIEL LONG

Certified Financial Planner|Chartered Financial Analyst

COLORADO SPRINGS, CO

Richard Lehmann Carroll

Certified Financial Planner

COLORADO SPRINGS, CO

Blake Pierce Luehlfing

n/a

Elkridge, MD | COLORADO SPRINGS, CO

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Carroll, Richard, Lehmann

Owner

yes

03/2024

Aug 16, 2023

Apr 10, 2024

Carroll, Richard, Lehmann

CHIEF COMPLIANCE OFFICER

yes

07/2023

Aug 16, 2023

Apr 10, 2024

LEHMANN, INC.

MANAGING MEMBER

yes

03/2024

Apr 10, 2024

LONG, CHRISTOPHER, DANIEL

Owner

yes

03/2024

Aug 16, 2023

Apr 10, 2024

SURF2SPRINGS, INC.

MANAGING MEMBER

yes

03/2024

Apr 10, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$171M

n/a

2024

Mar 28, 2025

$140M

n/a

2023

Jan 12, 2024

$123M

$122M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$171M

$140M

22.6%

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

INTENTIONAL WEALTH STRATEGIES

Dec 1, 2023

Sep 29, 2023

COLORADO SPRINGS, CO

Team lift out

Other

100.0%