INTERWEALTH MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$298,005,781
Discretionary
$54,053,378
Non-discretionary
$243,952,403
Firm details
- CRD number
- 155597
- SEC file number
- 801-116669
- Main office
- SCOTTSDALE, AZ, United States
- Employees
- 5
- SEC status
- Approved
- Website
- HTTP://WWW.INTERWEALTHMGT.COM
- Fee structure
-
Percentage of AUM
As of October 2026.