Interwise

RIASEC RegisteredEst. 2021

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 is an independent registered investment adviser organized as an LLC and SEC-registered in 2021. The firm presents itself as a capital allocator serving both individual/family and institutional clients. Its advisory offering includes financial planning, portfolio management for individuals, small businesses and institutions, selection of other advisers, and pension consulting services. Fee arrangements combine percentage-of-AUM billing with hourly and fixed-fee options. Interwise lists relationships with industry counterparties including a broker-dealer, accounting firms, and an insurance company. The firm does not position itself as an active ESG investor and is not registered as a multi-state adviser.