← Back to searchVisit website
INTERACTIVE WEALTH ADVISORS
INTERACTIVE WEALTH ADVISORS, INCORPORATED
CRD 167033
121 SW MORRISON ST.,, SUITE 905, PORTLAND, OR, 97204, United States
Phone
503-575-1953
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$91.3M
Discretionary AUM
$73.7M
Team
2 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-02-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 30 | $17.7M |
| High net worth individuals | 33 | $73.6M |
All web addresses on file
Official SEC filing: View on IAPD