DFX Intelligence
RIA Intelligence
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SEC-registered adviser
I•••••••• W••••• C••••••• I•••
Latest filing Apr 3, 2026
First filing on the tape Mar 28, 2012 · 32 filings
SEC status approved since May 18, 1984
RAUM
$345M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$344M individuals and HNW
Advisors
3
registered through the firm on IAPD
RAUM per advisor
$115M
derived; firm RAUM over IAPD count
Employees
7
3 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
32 filings and snapshots on the tape
RAUM$345M as of Apr 3, 2026
Mar 28, 2012$90.7M then
HNW client RAUM$295M as of Apr 3, 2026
Mar 29, 2018$120M then
State-registered IARs (5.B.3)3 as of Apr 3, 2026
Mar 28, 20120 then
Employees (5.A)7 as of Apr 3, 2026
Mar 26, 20133 then
Private funds: no history
RAUM +20% over the last fiscal year+18% a year over threeIARs 3 to 3
Practice profile
derived from the filing of Apr 3, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RAUM per advisor
- $115MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 72derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.6MderivedHNW RAUM over HNW clients
- Average account
- $495,231derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.3%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 2.3derivedItem 5.A over advisors
- Advisors per office
- 1.5derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +20%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +2.9%derived
- Compensation
- percentage of assets, hourly, otherreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individualsreportedItem 5.G
- Custody
- $135M, 118 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- marketing includes testimonials (5.L.1.c)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$295M85%
- Individuals$49.0M14%
- Pension and profit-sharing plans$1.1M0.3%
- Individual clients
- 104reported
- HNW clients
- 112reported
- Pension plan clients
- 1reported
- Charitable clients
- 0reported
- Accounts
- 696reported
- Financial planning clients
- 101-250reported
- Wrap fee programs
- noreported
- Custody of client assets
- $135M for 118 clientsreported
- Compensation
- % of AUM, hourlyreported
- Class basis
- private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
3 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| C•••••••• H•••• V•• Z••••••Certified Financial Planner | Tempe, Az | May 24, 1999 | 42 y | 1 |
| C•••••••• H• V•• Z••••••Certified Financial Planner, Chartered Financial Analyst | Tempe, Az | Jan 3, 2007 | 19 y | 0 |
| D•••••• U•• J••••Certified Financial Planner, Chartered Financial Analyst | Tempe, Az | Apr 25, 2018 | 21 y | 1 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- D•••••• U•• J•••• from B••••• I••••••••• A••••••• I••Apr 25, 2018 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- V•• Z••••••• C••••••••• H•••• · Presidentcontrolsince 08/2013 · owns 50% to 75%
- J••••• D••••••• U•• · Vpsince 01/2022 · owns 10% to 25%
- L••••• G••••••• · Ccosince 03/2024 · owns less than 5%
- V•• Z••••••• C••••••••• H• · Ciosince 08/2013 · owns 25% to 50%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Tempe, Az · principal | 3 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Tustin, CA1 employees
What changed
consecutive filings, newest first
- Accounts · 683 to 696Mar 25, 2025 to Mar 30, 2026
- HNW clients · 94 to 112Mar 25, 2025 to Mar 30, 2026
- Individual clients · 116 to 104Mar 25, 2025 to Mar 30, 2026
- Pension plan clients · 2 to 1Mar 25, 2025 to Mar 30, 2026
- Assets in custody · $111M to $135MMar 25, 2025 to Mar 30, 2026
- Discretionary RAUM · $287M to $344MMar 25, 2025 to Mar 30, 2026
- HNW RAUM · $232M to $295MMar 25, 2025 to Mar 30, 2026
- Individual RAUM · $52.5M to $49.0MMar 25, 2025 to Mar 30, 2026
- Non-discretionary RAUM · $669,652 to $1.0MMar 25, 2025 to Mar 30, 2026
- Pension RAUM · $2.6M to $1.1MMar 25, 2025 to Mar 30, 2026
- RAUM · $287M to $345MMar 25, 2025 to Mar 30, 2026
- Accounts · 664 to 683Nov 12, 2024 to Mar 25, 2025
- Advisory employees · 4 to 3Nov 12, 2024 to Mar 25, 2025
- HNW clients · 90 to 94Nov 12, 2024 to Mar 25, 2025
- Individual clients · 117 to 116Nov 12, 2024 to Mar 25, 2025
- Pension plan clients · 1 to 2Nov 12, 2024 to Mar 25, 2025
- Assets in custody · $103M to $111MNov 12, 2024 to Mar 25, 2025
- Employees · 8 to 7Nov 12, 2024 to Mar 25, 2025
- Financial planning clients · 101-250 to 101-250Nov 12, 2024 to Mar 25, 2025
- State-registered IARs · 4 to 3Nov 12, 2024 to Mar 25, 2025
- Discretionary RAUM · $253M to $287MNov 12, 2024 to Mar 25, 2025
- HNW RAUM · $201M to $232MNov 12, 2024 to Mar 25, 2025
- Individual RAUM · $50.3M to $52.5MNov 12, 2024 to Mar 25, 2025
- Non-discretionary RAUM · $268,930 to $669,652Nov 12, 2024 to Mar 25, 2025
- Pension RAUM · $1.4M to $2.6MNov 12, 2024 to Mar 25, 2025
- RAUM · $253M to $287MNov 12, 2024 to Mar 25, 2025
- Accounts · 648 to 664Jan 18, 2024 to Mar 27, 2024
- HNW clients · 78 to 90Jan 18, 2024 to Mar 27, 2024
- Individual clients · 129 to 117Jan 18, 2024 to Mar 27, 2024
- Assets in custody · $91.0M to $103MJan 18, 2024 to Mar 27, 2024
- Discretionary RAUM · $210M to $253MJan 18, 2024 to Mar 27, 2024
- HNW RAUM · $159M to $201MJan 18, 2024 to Mar 27, 2024
- Individual RAUM · $50.5M to $50.3MJan 18, 2024 to Mar 27, 2024
- Non-discretionary RAUM · $1.4M to $268,930Jan 18, 2024 to Mar 27, 2024
- Pension RAUM · $1.3M to $1.4MJan 18, 2024 to Mar 27, 2024
- RAUM · $211M to $253MJan 18, 2024 to Mar 27, 2024
- Accounts · 612 to 648Mar 28, 2022 to Mar 28, 2023
- HNW clients · 94 to 78Mar 28, 2022 to Mar 28, 2023
- Individual clients · 104 to 129Mar 28, 2022 to Mar 28, 2023
- Pension plan clients · 2 to 1Mar 28, 2022 to Mar 28, 2023
Signals
No event on the tape.
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 480-924-5613reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 480-924-8062reportedpublished by the firm, firm site, Sep 15, 2026
- Firm profile
- linkedin.com/company/intrinsic-wealth-counselreportedpublic record, Form ADV, Sep 21, 2026
- Website
- I••••••••WEALTHC••••••.COMreportedpublic record, Form ADV, Sep 21, 2026
- Principal office phone
- 480-924-5613reportedpublic record, Form ADV, Apr 3, 2026
- Contact form
- i•••••••••.comreportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $115Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026