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INTRINSIC WEALTH COUNSEL, INC.
CRD 105022 · SEC 801-21151
1255 W. RIO SALADO PKWY, SUITE 115, TEMPE, AZ, 85281, United States
Phone
480-924-5613
Fax
480-924-8062
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$344.7M
Discretionary AUM
$343.6M
Team
7 total employees; 3 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; MINIMUM RETAINER FEE
Org form
Corporation
Filing date
2026-04-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 104 | $49.0M |
| High net worth individuals | 112 | $294.6M |
| Pension/profit sharing plans | 1 | $1.1M |
States served
AZ, CA, CO, IL, NY, WI, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD