Intrepid Wealth Partners, LLC

RIAState Registered

Total AUM

$53.8M

Discretionary

$53.8M

100% of AUM

Avg account

$151K

Accounts

356

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 317153
Registered since: November 26, 2021
Website: www.tribeofluxury.com
Custodians: ALTRUIST FINANCIAL LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI56.65%
Individuals39.38%
Corporations / Businesses3.97%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Intrepid Wealth Partners, LLC is an independent, individual-owned registered investment adviser structured as an LLC. The firm serves both individual and family clients as well as institutional mandates, and it functions as a capital allocator by selecting third-party managers for client portfolios. Core services listed include financial planning, portfolio management for individuals and small businesses, pension consulting, and manager selection. Fee arrangements combine AUM-based charges with fixed fees.