INTERACTIVE WEALTH ADVISORS

Overview

Interactive Wealth Advisors is an independent, corporate-structured registered investment adviser serving individual and family clients. The firm operates on a percentage-of-AUM advisory fee model and focuses on financial planning and portfolio management for individuals and small businesses. Investment activity shows a clear tilt toward equity exposure: the firm prefers exchange-traded equities and uses liquid equity instruments as the core of client portfolios. Portfolios appear to be managed with a discretionary approach for most clients, signaling a hands-on portfolio construction and rebalancing process. The firm does not identify as an active ESG investor and is not positioned as a multi-state or pension consultant adviser. Advisory services emphasize tailored financial planning layered with investment management for wealth preservation and growth across client households. Where alternatives are used, the firm allocates to real estate strategies and complements core holdings with traditional vehicles such as mutual funds and annuities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices