Intrinsic Wealth Counsel, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Tempe, AZ. Its latest Form ADV filing, dated April 3, 2026, reports $345M in regulatory assets under management, 7 employees, 1 office, and 696 accounts.
Assets Under Management
$345M
Employees
7
Offices
1 office
Total Clients
217
Primary office
TEMPE, AZ
1255 W. RIO SALADO PKWY, SUITE 115, TEMPE, AZ, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Hourly charges
Other fee arrangements
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 51.6% of total clients.
Top client categories% of clientsClients
1
HNWI
51.6%
112
2
Individuals
47.9%
104
3
Pension Plans
0.5%
1
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$345Mas of April 3, 2026
Discretionary99.7%
$344M
100% of total RAUM99.7%
Non-discretionary0.3%
$1M
0% of total RAUM0.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$345M
Total Accounts696
10Y AUM Change+$204M (+144.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee31:1
10Y Employee Change+3 (+75.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.