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Chief Compliance Officer · Interwise

Taylor Wagner

CRD 7286304 · Named on Form ADV at one SEC-registered adviser

At a glance

Interwise, an SEC-registered wealth manager based in Holladay, UT with $370 million in regulatory assets, lists Taylor Wagner on its Form ADV as Chief Compliance Officer, a control person.

Firms and roles

  • InterwiseChief Compliance OfficerWealth manager · Holladay, UT · $370M in regulatory assets

AtlasMembers

Taylor’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Taylor’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.