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INTERWISE
VALUED WEALTH ADVISORS, LLC
CRD 316746 · SEC 801-122564
3115 EAST LION LANE, SUITE 160, HOLLADAY, UT, 84121, United States
Phone
801-484-6004
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$369.7M
Discretionary AUM
$342.8M
Team
10 total employees; 5 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 158 | $29.4M |
| High net worth individuals | 149 | $276.7M |
| Pension/profit sharing plans | 26 | $58.8M |
| Charitable organizations | 1 | $4.8M |
States served
AK, CA, ID, NE, OR, UT, WA, TX
All web addresses on file
Official SEC filing: View on IAPD