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INTERWEALTH MANAGEMENT, LLC
CRD 155597 · SEC 801-116669
8585 E HARTFORD DR, SUITE 108, SCOTTSDALE, AZ, 85255, United States
Phone
602-799-0937
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$298.0M
Discretionary AUM
$54.1M
Team
5 total employees; 5 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Other (specify)
Filing date
2026-05-26
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 202 | $98.9M |
| High net worth individuals | 76 | $199.2M |
States served
AZ, CA, CO, NJ, NY, WA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD