Interwise is an SEC registered investment adviser organized as a limited liability company with a primary office location in Holladay, UT. Its latest Form ADV filing, dated March 25, 2026, reports $370M in regulatory assets under management, 10 employees, and 1,054 accounts.
Assets Under Management
$370M
Employees
10
Offices
--
Total Clients
334
Primary office
HOLLADAY, UT
3115 EAST LION LANE, SUITE 160, HOLLADAY, UT, United States
Top client segmentIndividuals represent 47.3% of total clients.
Top client categories% of clientsClients
1
Individuals
47.3%
158
2
HNWI
44.6%
149
3
Pension Plans
7.8%
26
4
Charitable
0.3%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$370Mas of March 25, 2026
Discretionary92.7%
$343M
93% of total RAUM92.7%
Non-discretionary7.3%
$27M
7% of total RAUM7.3%
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$370M
Total Accounts1,054
10Y AUM Change+$370M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee33:1
10Y Employee Change+7 (+233.3%)
* 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.