Interwealth Management, LLC is an SEC registered investment adviser with a primary office location in Scottsdale, AZ. Its latest Form ADV filing, dated April 9, 2026, reports $298M in regulatory assets under management, 5 employees, 1 office, and 769 accounts.
Assets Under Management
$298M
Employees
5
Offices
1 office
Total Clients
278
Primary office
SCOTTSDALE, AZ
8585 E HARTFORD DR, SUITE 108, SCOTTSDALE, AZ, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 72.7% of total clients.
Top client categories% of clientsClients
1
Individuals
72.7%
202
2
HNWI
27.3%
76
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$298Mas of April 9, 2026
Discretionary18.1%
$54M
18% of total RAUM18.1%
Non-discretionary81.9%
$244M
82% of total RAUM81.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$298M
Total Accounts769
10Y AUM Change+$188M (+170.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee56:1
10Y Employee Change+2 (+66.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.