|
⚲
|
| Keyboard |
| Interwealth Management LLC
✚
|
|
|---|---|
| CRD # | 155597 |
| SEC # | 801-116669 |
| CIK # | |
| AUM | 298.0 M (2026-05-26) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 602-799-0937 |
| Address | 8585 E Hartford Dr Scottsdale, AZ 85255 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 202 | 98.9 |
| (b) Individuals (high net worth individuals) | 76 | 199.2 |
| (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 | 769 | 298.0 |
| By Discretionary | ||
| Discretionary | 195 | 54.1 |
| Non-Discretionary | 574 | 244.0 |
| Total | 769 | 298.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.8 | |
| United States Persons | 296.2 | |
| Total | 769 | 298.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Security First Financial Inc
✚
|
MI | 299.5 M |
|
Kovalcik & Geraghty Wealth Partners LLP
✚
|
OH | 299.1 M |
|
Dovetail Financial Group LLC
✚
|
NC | 298.9 M |
|
Aqua Advisors LLC
✚
|
298.8 M | |
|
Bowers Wealth Management Inc
✚
|
NV | 298.5 M |
|
Innovative Asset Advisors Group LLC
✚
|
CT | 297.9 M |
|
Stern Capital Management Inc
✚
|
NJ | 297.7 M |
|
Beacon Financial Advisors Ltd
✚
|
TX | 296.9 M |
|
Fearless Solutions LLC
✚
|
TX | 296.4 M |
|
The Yanker Group Inc
✚
|
MO | 296.4 M |