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INTRINSIC WEALTH COUNSEL, INC.
CRD 105022File 801-21151
APPROVED
Retail clients
Custody
Filing as of Apr 3, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$344.7M
Below cohort median (national)
Discretionary AUM
$343.6M
Non-discretionary $1.0M
Clients
217
696 accounts
Employees
7
Above cohort median in AZ
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- May 18, 1984
- Principal office
- 1255 W. RIO SALADO PKWY, SUITE 115, TEMPE, AZ, 85281
- Phone
- 480-924-5613
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $344.7M
- Discretionary AUM
- $343.6M
- Non-discretionary AUM
- $1.0M
- Discretionary accounts
- 688
- Non-discretionary accounts
- 8
- Total accounts
- 696
- AUM per client
- $1.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 112 | $294.6M |
| Pension and profit sharing plans | Fewer than 5 | $1.1M |
| Individuals (other than high net worth individuals) | 104 | $49.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Hourly charges
- Other (described) — MINIMUM RETAINER FEE
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This 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.