Intrepid Wealth Partners, LLC

Overview

Intrepid Wealth Partners, LLC is an independent registered investment adviser that positions itself as a capital allocator for both individual and institutional clients. The firm provides financial planning, portfolio management for individuals and small businesses, pension consulting and manager selection services. Its fee model mixes percentage-of-AUM charges with fixed fees, reflecting a hybrid advisory approach that can suit both ongoing portfolio management and project-based planning work. Investment preferences tilt toward publicly traded equities and exchange-traded instruments as the primary sleeve for client portfolios, with equities identified as the preferred asset class. The firm supplements equity exposure with third-party alternative strategies—specifically real estate, commodities and oil & gas allocations—and uses mutual funds where appropriate. Intrepid Wealth Partners is not marketed as an ESG-focused manager.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices