LP Profile

Intrinsic Wealth Counsel

Also known as intrinsic wealth counsel

Wealth ManagerTempe, United StatesFounded 1984
$345M
Assets Under Management
Tempe
Headquarters
Investment Focus

About Intrinsic Wealth Counsel

Intrinsic Wealth Counsel is an independent, fee-only financial life planning and wealth management firm based in Tempe, Arizona, founded in 1984, with approximately $345 million in assets under management. It serves individuals and families. The firm works with clients to build financial life plans supported by portfolio management, with the aim of helping them make intrinsically motivated decisions. It offers a Wheel of Life quiz to assess financial life satisfaction.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Intrinsic Wealth Counsel from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$344.7M
Total Clients
696
Filing Date
April 3, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
Signal Feed

Recent Filings

Public filings matched to Intrinsic Wealth Counsel across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

Explore

Explore similar limited partners

Browse more wealth managers and other institutional investors by location and type in the LPbacked limited-partner database.

FAQ

Frequently asked questions

What type of investor is Intrinsic Wealth Counsel?

Intrinsic Wealth Counsel is a wealth manager based in Tempe, United States, managing approximately $345M in assets.

Where is Intrinsic Wealth Counsel headquartered?

Intrinsic Wealth Counsel is headquartered in Tempe, United States.

How much does Intrinsic Wealth Counsel manage?

Intrinsic Wealth Counsel manages approximately $345M in assets under management.

When was Intrinsic Wealth Counsel founded?

Intrinsic Wealth Counsel was founded in 1984.

How can I contact Intrinsic Wealth Counsel?

Verified contact details, key decision-makers, and investment preferences for Intrinsic Wealth Counsel are available on LPbacked. Create a free account to access them.