Wealthy Intentions

Overview

Wealthy Intentions is a small, independent registered investment adviser organized as a partnership that focuses on financial planning and portfolio management for individual and family clients, including small-business owners. The firm operates under a mixed fee model—charging a percentage of assets under management, as well as offering hourly and fixed-fee engagements—which indicates it accommodates both ongoing advisory relationships and project-based planning work. Investment activity is equity-oriented. The firm shows a clear preference for exchange-traded equities as its primary allocation vehicle, with equity exposure forming the largest share of client portfolios. Wealthy Intentions is not positioned as a capital allocator or as a multi‑state or ESG-focused adviser; its model appears to be hands-on, discretionary portfolio management for a small client base rather than operating as a larger, institutional allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices