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Intentional Wealth Management
Nicole Kochmann, Registered Agent
Intentional Wealth Management, operating under IWM Financial, Inc., offers fee-only financial planning and investment management. The firm is located in Anaheim, CA, and led by Bradley Shammas, CFP. The website describes custom financial plans and a fiduciary approach.
Filed March 11, 2026 · Modesto, CA
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See how it worksAbout Intentional Wealth Management
Intentional Wealth Management is a financial planning business (LLC) registered on March 11, 2026 with the California Division of Corporations. The business is located in Modesto, California 95357. The record lists Nicole Kochmann as Registered Agent.
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Filing Details
Entity NameIntentionalism Wealth, LLC
Entity TypeLLC
Entity NumberB20260121334
Filing DateMarch 11, 2026
Principal AddressLocked
City / State / ZipModesto, CA 95357
EIN on FileNo
Registered AgentNicole Kochmann
Verified Business Profile
SubcategoryWealth Management
Contact Information
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Verified Website Profile
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Frequently Asked Questions
When was Intentional Wealth Management registered?
Intentional Wealth Management was registered as LLC on March 11, 2026 in California.
Where is Intentional Wealth Management located?
Intentional Wealth Management is based in Modesto, CA, 95357.
What type of business is Intentional Wealth Management?
Intentional Wealth Management is classified as a financial planning business (wealth management).
Does Intentional Wealth Management have an EIN on file?
No EIN was found on file for Intentional Wealth Management at the time of registration.
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