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| Keyboard |
| Intrinsic Wealth Counsel Inc
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|---|---|
| CRD # | 105022 |
| SEC # | 801-21151 |
| CIK # | |
| AUM | 344.7 M (2026-04-03) |
| Employees | 7 (43% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 480-924-5613 |
| Address | 1255 W Rio Salado Pkwy Tempe, AZ 85281 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 104 | 49.0 |
| (b) Individuals (high net worth individuals) | 112 | 294.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 1.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 696 | 344.7 |
| By Discretionary | ||
| Discretionary | 688 | 343.6 |
| Non-Discretionary | 8 | 1.0 |
| Total | 696 | 344.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 344.7 | |
| Total | 696 | 344.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
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|---|---|---|
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|
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|
GBM Wealth Management Inc
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|
Arcadia Investment Advisors LLC
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|
Fortress Planning Group LLC
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|
Prospera Capital Management LLC
✚
|
343.9 M | |
|
Coordinated Financial Planning Corp
✚
|
OH | 343.2 M |
|
Carroll Advisory Group LLC
✚
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