Intrepid Wealth Partners, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$51,657,996
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
160
14% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
160
Very HighAverage account size
$322,862
About
Intrepid Wealth Partners is a small advisory firm serving individuals (including high‑net‑worth clients), pension and profit‑sharing plans, corporations, and other advisors. The firm provides comprehensive financial planning (one‑time and ongoing), discretionary portfolio management, sub‑advisory third‑party manager services, and pension consulting in a 3(21) fiduciary capacity.
The firm’s approach centers on personalized, goal‑based planning—branded internally as “Results by Design”—that aligns asset allocation with a client’s time horizon, risk tolerance, and objectives. Portfolios typically use stocks, bonds, ETFs and mutual funds and may incorporate third‑party managers; accounts are managed discretionaryy and custodied on a digital platform that supports automated rebalancing and model access.
What is distinctive for a firm of this size is management’s non‑advisory affiliations and product relationships: principals have an ownership interest in an AI advisor‑matching company (Couplr) and may recommend investment in that company, a relationship the firm discloses as a potential conflict and subject to due diligence. The firm also permits licensed insurance agents to sell fixed and indexed insurance products to clients (with commission compensation) and makes notable use of the Altruist custodial/third‑party manager ecosystem, including optional Altruist One subscriptions and related soft‑dollar benefits.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Business exit / sale strategy
Cash flow / budgeting
Long-term care insurance
Occupation focus
Founder/Business Owner
Retired
Fee options
One-Time Financial Planning starting at $1,500; Ongoing Financial Planning starting at $1,000 annually; fees are flat, paid after plan delivery; additional services at extra cost.
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.70% $3,000,001+: 0.55%
Fee-only: Financial Planning fees start at $1,500 for one-time basic plans and $1,000 annually for ongoing basic plans; maximums up to $8,000 for one-time plans and $25,000 for ongoing plans; all fees negotiable.
Main office location
Intrepid Wealth Partners, LLC
Melbourne Beach FL, United States
Number of offices
1
Most active in
Intrepid Wealth Partners, LLC has reported serving >5 clients in these states in the last 12 months.
Florida · Minnesota · New York · Texas · Vermont · Wisconsin
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
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