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INTRINSIC WEALTH COUNSEL, INC.

B51
CRD 105022·SEC 801-21151·TEMPE, AZ
AUM
$344.7M
$100M-$500M
Est. Revenue
$3.4M
@ 1% on AUM
Est. EBITDA
$1.0M
@ 30% margin
Est. Deal Value
$8.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
INTRINSIC WEALTH COUNSEL, INC.
CRD
105022
SEC file #
801-21151
EIN
—
DBA names
—

Economics

AUM
$344.7M
AUM band
$100M-$500M
AUM trajectory
'20'26
$154.4M → $344.7M▲ +123%
Client mix
Individuals High Net Worth112
Individuals Other104
Pension Profit Sharing Plans1

Operations

Employees (total)
7
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
2 advisors → 3 advisors▲ +50%
Primary office
TEMPE AZ
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMHourly chargesOther Compensation

Filings

Latest ADV filing
04/03/2026
ADV-W filed at
—
Website
intrinsicwealthcounsel.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
VAN ZUTPHEN, CORNELIUS, HENRY
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
VAN ZUTPHEN, CORNELIUS, HENRY
VAN ZUTPHEN, CORNELIUS, H.
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
INTRINSICWEALTHCOUNSEL.COM
Rdap Domain Creation Date
2011-11-21T20:14:55Z
Rdap Firm Age Years
15
Rdap Firm Age Band
10-20y
Rdap Registrar
NameCheap, Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-11-21T20:14:55Z
Rdap Domain Last Changed
2025-10-22T08:01:16Z
Rdap Nameservers
Dns1.registrar-servers.comDns2.registrar-servers.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
1261512
Trust Company Affiliate
No

People (4)

4
VAN ZUTPHEN, CORNELIUS, HENRY
IAR · Direct Owner · 62.5%
1261512
VAN ZUTPHEN, CORNELIUS, H.
IAR · Direct Owner · 37.5%
5264496
JONES, DANIELA, URS
IAR · Direct Owner · 17.5%
5976893
Lacey, Gieselle
Executive Officer · 2.5%
7891531