Interwise
Interwise is an SEC-registered wealth manager in Holladay, UT with $369.7M assets under management (AUM, regulatory AUM), +35% over one year. See who owns Interwise: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 316746, SEC 801-122564, data through 2026-03-25.
- AUM (assets under management / regulatory AUM)
- $369.7M (2026-03-25)
- Firm type
- Wealth Manager
- Location
- Holladay, UT
- Employees
- 10
- Clients
- 334
- CRD
- 316746
- Ownership
- BALANCED ADVISORS, INC.; Wagner, Taylor; WAGNER, RICHARD, LEE; WAGNER, PARKER, JENKINS; BALANCED ADVISORS, LLC.
How much AUM does Interwise have?
Interwise reported $369.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-25).
Who owns Interwise?
Disclosed owners and executives of Interwise include BALANCED ADVISORS, INC., Wagner, Taylor, WAGNER, RICHARD, LEE, WAGNER, PARKER, JENKINS, BALANCED ADVISORS, LLC.. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.