Interwise

RIASEC Registered
Total AUM
$370M
Discretionary
$343M
93% of AUM
Avg account
$351K
Accounts
1,054
Employees
10
Advisory reps
5

Firm details

Headquarters
Holladay, Utah
CRD number
316746
Registered since
October 27, 2021
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.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 84%, Other 5%, Exchange Traded Equities 3%, US Government Bonds 3%, Private Funds 3%, Non-Exchange Traded Equities 1%, Cash & Cash Equivalents 1%84%
  • Public Funds/Mutual Funds84%
  • Other5%
  • Exchange Traded Equities3%
  • US Government Bonds3%
  • Private Funds3%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 145

Active vs passive

$273M in ETFs

Passive

8%

$21.6M

Active

91%

$251M

ETFProviderStyleCategoryValueShares% of portfolio
DIMENSIONAL US CORE EQUITY MARKET ETF (DFAU)DimensionalActiveLarge Blend$51.6M985,02818.90%

Location

Primary office

Holladay, UT

Salt Lake

Location

Holladay, UT

Headquartered in Holladay, UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.

Metro area
Salt Lake City-Provo-Orem, UT
Region
West
County
Salt Lake
Address
3115 E Lion Ln
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth