Interwise

RIASEC Registered

Total AUM

$370M

Discretionary

$343M

93% of AUM

Avg account

$351K

Accounts

1,054

Employees

Advisory reps

Firm details

Headquarters: Holladay, Utah
CRD number: 316746
Registered since: October 27, 2021
Website: www.interwisewealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI74.84%
Pension & Profit Sharing Plans15.9%
Individuals7.96%
Charitable Organizations1.3%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Interwise operates as an independent registered investment adviser and is SEC registered (2021). The firm is structured as an LLC and describes itself as a capital allocator serving both individual/family and institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses as well as for businesses or institutions, pension consulting, and selection of other advisers. Fee arrangements are flexible and include percentage-of-AUM billing, hourly charges, and fixed fees. Interwise reports it is not an active ESG investor and is not designated as a multi-state adviser.