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INTREPID WEALTH PARTNERS, LLC
INTREPID WEALTH PARTNERS, LLC
1 registered advisor
·
CRD# 317153
SEC# 801-122744
0
8554978737
01
Firm Overview
AUM
$42M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at INTREPID WEALTH PARTNERS, LLC
1 registered advisor
Derek N.h. Notman
MADISON, Wisconsin
CRD# 5105881
05
Office Locations
MADISON, Wisconsin
1 advisor
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Data sourced from SEC Form ADV filings. INTREPID WEALTH PARTNERS, LLC (CRD# 317153) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.