INTENTIONAL RETIREMENT, LLC

CRD 310655File 801-129915

APPROVED

Retail clients

Custody

Filing as of Mar 19, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$150.0M

Bottom 25% of cohort (national)

Discretionary AUM

Non-discretionary $150.0M

Clients

293

465 accounts

Employees

Bottom 25% of cohort in NE

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: DRO
Registration date: Apr 18, 2024
Principal office: 17117 OAK DRIVE, SUITE D, OMAHA, NE, 68130
Phone: 402-885-9090
Website: https://www.youtube.com/c/IntentionalRetirement

Assets & accounts

ADV Item 5F

Total regulatory AUM: $150.0M
Discretionary AUM: $0
Non-discretionary AUM: $150.0M
Discretionary accounts: 0
Non-discretionary accounts: 465
Total accounts: 465
AUM per client: $512K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	5	$1.4M
Charitable organizations	Fewer than 5	$1.1M
High net worth individuals	75	$106.6M
Individuals (other than high net worth individuals)	213	$40.9M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Other advisory activities
Financial planning services
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.