RIA Intel›Advisers›Texas›INTENTIONAL LIVING FP LLC

INTENTIONAL LIVING FP LLC

Advisory

NEW BRAUNFELSS, TX

Data as of Mar 31, 2026 · Source: SEC Form ADV

Rank in TX
#1,849
of 2,813 advisers by AUM
Average account
$76K
across 537 accounts
AUM per adviser
$20M
2 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM
$41M
Discretionary %
100%
Clients
132
Employees
4

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$41M
Discretionary AUM$41M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients132
Team
Total Employees4
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InTX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in TX

Closest by assets under management. All figures from Form ADV.

HERRINGTON WEALTH MANAGEMENT CORPORATION
FRISCO, TX
$41M
JOHNSON & JOHNSON PC
SOUTHLAKE, TX
$41M
+30.7% 1Y
LINCH FINANCIAL, LLC
$41M
HOCTOR, DAVID ROBERT II
$41M
SIM EMP
AUSTIN, TX
$41M
GATENS FINANCIAL, LLC
$41M

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