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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Interwealth Management LLC
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| CRD # | 155597 |
| SEC # | 801-116669 |
| CIK # | |
| AUM | $253.6 M (2025-03-04) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 480-397-2691 |
| Address | 8585 E Hartford Dr Scottsdale, AZ 85255 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 191 | 81.3 |
| (b) Individuals (high net worth individuals) | 74 | 172.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 704 | 253.6 |
| By Discretionary | ||
| Discretionary | 141 | 41.1 |
| Non-Discretionary | 563 | 212.6 |
| Total | 704 | 253.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.6 | |
| United States Persons | 252.1 | |
| Total | 704 | 253.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Greenbridge Partners LLC
✚
|
FL | 0.3 |
|
Charter Research & Investment Group Inc
✚
|
CT | 0.3 |
|
Morton Wealth Advisors
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|
MA | 0.3 |
|
Curran & Lewis Investment Management Inc
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|
CA | 0.3 |
|
Proactive Wealth Strategies LLC
✚
|
GA | 0.3 |
|
Valor Financial Services LLC
✚
|
TN | 0.3 |
|
RPC Private Wealth LLC
✚
|
IL | 0.3 |
|
Stern Capital Management Inc
✚
|
NJ | 0.3 |
|
Three Cord True Wealth Management LLC
✚
|
PA | 0.3 |
|
DWM Financial Group Inc
✚
|
IL | 0.3 |