VALUED WEALTH ADVISORS, LLC
Doing business as INTERWISE. SEC Form ADV profile.
Total regulatory AUM
$369,719,795
Discretionary
$342,759,266
Non-discretionary
$26,960,529
Firm details
- CRD number
- 316746
- SEC file number
- 801-122564
- Main office
- HOLLADAY, UT, United States
- Employees
- 10
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.