INTENTIONAL

Legal name: INTENTIONAL, LLC

CRD 318570File 801-123251

APPROVED

Retail clients

Filing as of Jun 4, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$175.8M

Bottom 25% of cohort (national)

Discretionary AUM

$175.8M

Clients

400

395 accounts

Employees

Below cohort median in SC

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: ARO
Registration date: Feb 18, 2022
Principal office: 850 BEE BALM TRAIL, FORT MILL, SC, 29708
Phone: 1-866-752-6410
Website: https://www.primewm.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $175.8M
Discretionary AUM: $175.8M
Non-discretionary AUM: $0
Discretionary accounts: 395
Non-discretionary accounts: 0
Total accounts: 395
AUM per client: $440K

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	42	$89.1M
Pension and profit sharing plans	5	$7.3M
Individuals (other than high net worth individuals)	353	$79.4M

Compensation & activities

ADV Items 5E, 5G

Compensation

Hourly charges
A percentage of assets under your management

Advisory activities

Other
Publications
Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
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.