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 registered with the SEC in 2021. The firm serves both individual/family and institutional clients and identifies itself as a capital allocator, meaning it places client capital with third‑party managers in addition to managing portfolios directly. Its advisory work spans financial planning, discretionary portfolio management for individuals and small businesses as well as for institutions, pension consulting, and the selection of other advisers. Fee arrangements include asset‑based fees, hourly charges, and fixed fees. Interwise reports relationships with broker‑dealers, accounting firms, and insurance companies and does not present itself as an ESG‑focused manager.