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Intrepid Wealth Partners, Llc

Tel: 8554978737
6666 Odana Road
Suite #312
Madison, Wisconsin  53719

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Intrepid Wealth Partners, Llc

Intrepid Wealth Partners, Llc is a Madison, Wisconsin based financial advisory firm with nearly $$33,000,000 in assets under management and provides investment advisory services for 207 clients. There are currently 1 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial Planning, Portfolio Management for Individuals, Portfolio Management for Businesses

Fee Structure:

A percentage of AUM, Hourly charges, Subscription fees, Fixed fees

Firm CRD#:

317153

SEC#:

801-122744

No. of Clients:

207

Assets under Management

$33,000,000

No. of Advisors:

1

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