Intrinsic Wealth Counsel, Inc.
● SEC registered since 1984CRD 105022SEC# 801-21151Tempe, AZ
Reg. AUM
$344.7M
Employees
7
Accounts
696
Location
Tempe, AZ
About Intrinsic Wealth Counsel
Intrinsic Wealth Counsel is a fee-only planning and wealth management firm collaborating with individuals and couples on achievable financial life plans and efficient portfolio management. It aims to empower intrinsically motivated decisions that support lifelong financial well-being.
Summary based on the firm’s website.
Intrinsic Wealth Counsel, Inc. assets under management
Intrinsic Wealth Counsel, Inc. operates as an SEC-registered investment adviser based in Tempe, AZ. The firm has been registered since 1984. It reports $344.7 million in regulatory assets under management and employs 7 people.
Intrinsic Wealth Counsel, Inc. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Cornelius H. Van Zutphen | Cio | 25-50% | 2013 |
| Cornelius Henry Van Zutphen Control | President | 50-75% | 2013 |
| Daniela Urs Jones | Vp | 10-25% | 2022 |
| Gieselle Lacey | Cco | Under 5% | 2024 |
Frequently asked questions
How much does Intrinsic Wealth Counsel, Inc. manage?
Intrinsic Wealth Counsel, Inc. reports $344.7 million in regulatory assets under management on its Form ADV.
How many employees does Intrinsic Wealth Counsel, Inc. have?
Intrinsic Wealth Counsel, Inc. reports 7 employees.
Where is Intrinsic Wealth Counsel, Inc. located?
Intrinsic Wealth Counsel, Inc. is based in Tempe, AZ and has been SEC-registered since 1984.
Does Intrinsic Wealth Counsel, Inc. disclose fund performance?
Intrinsic Wealth Counsel, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1255 W. Rio Salado Pkwy, Suite 115, Tempe, AZ 85281 |
| Phone | 480-924-5613 |
| Fax | 480-924-8062 |
| Office hours | 9-5 M-Th 9-4 Fri |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$344.7M▲ 20%
Mar '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 58%
Larger than 42% of 16,389 advisers
EmployeesTop 51%
More than 49% of 16,799 advisers
Assets under management
$344.7Mregulatory AUM
Discretionary $343.6MNon-discretionary $1M