INTRINSIC WEALTH COUNSEL, INC.
CRD #105022 SEC #801-21151 TEMPE, AZ 480-924-5613
SEC Registered
Total AUM
$287.4M
Discretionary
$286.8M
Employees
7
Clients
101
Accounts
683
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $287.4M | $286.8M | $669.7K | 7 | 0 |
| Mar 2025 | $287.4M | $286.8M | $669.7K | 7 | 0 |
| Nov 2024 | $252.8M | $252.6M | $268.9K | 8 | 0 |
| Mar 2024 | $252.8M | $252.6M | $268.9K | 8 | 0 |
| Jan 2024 | $211M | $209.6M | $1.4M | 8 | 0 |
| Aug 2023 | $211M | $209.6M | $1.4M | 8 | 0 |
| Mar 2023 | $211M | $209.6M | $1.4M | 8 | 0 |
| Mar 2022 | $235.1M | $233.1M | $2.1M | 8 | 0 |
| Oct 2021 | $198.6M | $197.2M | $1.4M | 6 | 0 |
| Oct 2021 | $198.6M | $197.2M | $1.4M | 6 | 0 |
| Mar 2021 | $198.6M | $197.2M | $1.4M | 6 | 0 |
| Jun 2020 | $173.3M | $171.8M | $1.6M | 6 | 0 |
| Mar 2020 | $173.3M | $171.8M | $1.6M | 6 | 0 |
| Mar 2019 | $154.4M | $153M | $1.4M | 6 | 0 |
| Mar 2019 | $154.4M | $153M | $1.4M | 6 | 0 |
| Mar 2018 | $162.1M | $160.5M | $1.7M | 4 | 0 |
| May 2017 | $141M | $140.7M | $313.2K | 4 | 200 |
| May 2017 | $141M | $140.7M | $313.2K | 4 | 200 |
| Mar 2017 | $141M | $140.7M | $313.2K | 4 | 200 |
| Mar 2016 | $125.8M | $125.5M | $316.6K | 4 | 200 |
| Mar 2015 | $123.3M | $123M | $304.6K | 4 | 200 |
| Feb 2014 | $109.3M | $109.3M | $0 | 3 | 200 |
| Aug 2013 | $96.3M | $96.3M | $0 | 3 | 200 |
| May 2013 | $96.3M | $96.3M | $0 | 3 | 200 |
| Mar 2013 | $96.3M | $96.3M | $0 | 3 | 200 |
| Mar 2012 | $90.7M | $90.7M | $0 | 1 | 200 |
| Feb 2011 | $84.8M | $84.8M | $0 | 5 | -- |
| Feb 2011 | $84.8M | $84.8M | $0 | 5 | -- |
| Jan 2011 | $84.8M | $84.8M | $0 | 5 | -- |
| Mar 2008 | $84.3M | $84.3M | $0 | 5 | -- |
| Mar 2007 | $83.1M | $83.1M | $0 | 5 | -- |
| Mar 2006 | $73.3M | $73.3M | $0 | 5 | -- |
| Sep 2005 | $71M | $71M | $0 | 5 | -- |
| Mar 2002 | $40.9M | $40.9M | $0 | 5 | -- |
DateMar 2025
Total AUM$287.4M
Discretionary$286.8M
Non-Disc.$669.7K
Employees7
Clients0
DateMar 2025
Total AUM$287.4M
Discretionary$286.8M
Non-Disc.$669.7K
Employees7
Clients0
DateNov 2024
Total AUM$252.8M
Discretionary$252.6M
Non-Disc.$268.9K
Employees8
Clients0
DateMar 2024
Total AUM$252.8M
Discretionary$252.6M
Non-Disc.$268.9K
Employees8
Clients0
DateJan 2024
Total AUM$211M
Discretionary$209.6M
Non-Disc.$1.4M
Employees8
Clients0
DateAug 2023
Total AUM$211M
Discretionary$209.6M
Non-Disc.$1.4M
Employees8
Clients0
DateMar 2023
Total AUM$211M
Discretionary$209.6M
Non-Disc.$1.4M
Employees8
Clients0
DateMar 2022
Total AUM$235.1M
Discretionary$233.1M
Non-Disc.$2.1M
Employees8
Clients0
DateOct 2021
Total AUM$198.6M
Discretionary$197.2M
Non-Disc.$1.4M
Employees6
Clients0
DateOct 2021
Total AUM$198.6M
Discretionary$197.2M
Non-Disc.$1.4M
Employees6
Clients0
DateMar 2021
Total AUM$198.6M
Discretionary$197.2M
Non-Disc.$1.4M
Employees6
Clients0
DateJun 2020
Total AUM$173.3M
Discretionary$171.8M
Non-Disc.$1.6M
Employees6
Clients0
DateMar 2020
Total AUM$173.3M
Discretionary$171.8M
Non-Disc.$1.6M
Employees6
Clients0
DateMar 2019
Total AUM$154.4M
Discretionary$153M
Non-Disc.$1.4M
Employees6
Clients0
DateMar 2019
Total AUM$154.4M
Discretionary$153M
Non-Disc.$1.4M
Employees6
Clients0
DateMar 2018
Total AUM$162.1M
Discretionary$160.5M
Non-Disc.$1.7M
Employees4
Clients0
DateMay 2017
Total AUM$141M
Discretionary$140.7M
Non-Disc.$313.2K
Employees4
Clients200
DateMay 2017
Total AUM$141M
Discretionary$140.7M
Non-Disc.$313.2K
Employees4
Clients200
DateMar 2017
Total AUM$141M
Discretionary$140.7M
Non-Disc.$313.2K
Employees4
Clients200
DateMar 2016
Total AUM$125.8M
Discretionary$125.5M
Non-Disc.$316.6K
Employees4
Clients200
DateMar 2015
Total AUM$123.3M
Discretionary$123M
Non-Disc.$304.6K
Employees4
Clients200
DateFeb 2014
Total AUM$109.3M
Discretionary$109.3M
Non-Disc.$0
Employees3
Clients200
DateAug 2013
Total AUM$96.3M
Discretionary$96.3M
Non-Disc.$0
Employees3
Clients200
DateMay 2013
Total AUM$96.3M
Discretionary$96.3M
Non-Disc.$0
Employees3
Clients200
DateMar 2013
Total AUM$96.3M
Discretionary$96.3M
Non-Disc.$0
Employees3
Clients200
DateMar 2012
Total AUM$90.7M
Discretionary$90.7M
Non-Disc.$0
Employees1
Clients200
DateFeb 2011
Total AUM$84.8M
Discretionary$84.8M
Non-Disc.$0
Employees5
Clients--
DateFeb 2011
Total AUM$84.8M
Discretionary$84.8M
Non-Disc.$0
Employees5
Clients--
DateJan 2011
Total AUM$84.8M
Discretionary$84.8M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$84.3M
Discretionary$84.3M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$83.1M
Discretionary$83.1M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$73.3M
Discretionary$73.3M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$71M
Discretionary$71M
Non-Disc.$0
Employees5
Clients--
DateMar 2002
Total AUM$40.9M
Discretionary$40.9M
Non-Disc.$0
Employees5
Clients--