Interwealth Management LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
Latest Filings
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Interwealth Management LLC
CRD #155597
SEC #801-116669
CIK #
AUM $209.8 MM (2024-08-02)
Employees 5 (80% Investors, 0% Brokers)
Phone480-397-2691
Address8585 E Hartford Dr
Scottsdale, AZ 85255
Source [IAPD] [Website]
Total AUM ($MM)
2502001501005002009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 183 70.6
(b) Individuals (high net worth individuals) 70 139.2
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 640 209.8
By Discretionary
Discretionary 95 27.0
Non-Discretionary 545 182.8
Total 640 209.8
By Non-United States Persons
Non-United States Persons 1.3
United States Persons 208.5
Total 640 209.8
Comparable Firms State AUM ($BB)
CornerStone Select Advisors LLC
MO 0.2
Diamant Asset Management Inc
CT 0.2
P J Roland Ltd
PA 0.2
Key Group Management Inc
AZ 0.2
Bradford Financial Center
IA 0.2
Dragus Capital LLC
FL 0.2
Fearless Solutions LLC
TX 0.2
Diversified Resources LLC
RI 0.2
Crossgate Wealth Advisors LLC
PA 0.2
Dudley Capital Management LLC
VA 0.2
Terms | Privacy | Guide
tony@aum13f.com