Intrinsic Wealth Counsel, Inc.
- Regulatory AUM
- $345M
- Discretionary
- $344M
- Clients
- 217
- Avg AUM / client
- $1.6M
- Accounts
- 696
- Employees
- 7
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 03, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 104 | $49.0M | 14.2% |
| High net worth individuals | 112 | $295M | 85.5% |
| Pension and profit sharing plans | 1 | $1.1M | 0.32% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Cornelius Henry Van Zutphen | President | CFP | May 1999 (27y) | 50% – 75% |
| Cornelius H. Van Zutphen | Cio | CFP CFA | Jan 2007 (20y) | 25% – 50% |
| Daniela Urs Jones | Vp | CFP CFA | Apr 2018 (8y) | 10% – 25% |
| Lacey, Gieselle | Cco | Mar 2024 (2y) | Less than 5% |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/03/2026 | 952 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Other fees
- • MINIMUM RETAINER FEE
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $344M (100% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 03, 2026.
View current Form ADV (SEC/IAPD) ↗