SEC Form ADV

INTERWEALTH MANAGEMENT, LLC

Firm profile: InterWealth Management — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserAZ

$298.0M

Assets Under Management

769

Total Clients

Employees

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Registration Details

Accession: CRD-155597
Location: SCOTTSDALE, AZ
Filing Date: May 26, 2026
AUM: $298.0M
Total Clients: 769
Employees: 5
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW Individuals

About this Adviser

INTERWEALTH MANAGEMENT, LLC is a registered investment adviser headquartered in SCOTTSDALE, AZ, managing approximately $298.0M in assets across 769 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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