Wealth manager, independent · Holladay, UT
Interwise
Valued Wealth Advisors, LLC · SEC-registered investment adviser · CRD 316746 · SEC 801-122564
At a glance
Interwise is an SEC-registered investment adviser based in Holladay, Utah, with $370 million in regulatory assets under management as of its Form ADV filed March 25, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 307 individual clients. By Form ADV it is a wealth manager, ranked 3,751st of 8,915 wealth managers and 9,167th of 17,210 SEC-registered advisers by assets.
Main office 801-484-6004interwisewealth.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $370M
- Rank among wealth managers
- #3,751 of 8,915
- Rank among all SEC RIAs
- #9,167 of 17,210
- Rank in Utah
- #78 of 151
- Individual clients
- 307
- High-net-worth clients
- 149
- Accounts
- 1,054
- Discretionary
- 93% of AUM
- Employees
- 10
- Advisory staff
- 5
- Offices
- 1
Owners and executives on its Form ADV
- Taylor WagnerChief Compliance Officer
Custody and brokerage
Broker-dealer
Hybrid RIA
Interwise is a hybrid RIA: 4 of its employees are also registered representatives of a broker-dealer. It reports a broker-dealer among its affiliates on Form ADV.
Its Form ADV brochure (filed March 2026) names Chauner Securities as the broker-dealer its advisers are registered with.
Other Financial Industry Activities & Affiliations Representatives of our firm are registered representatives of Chauner Securities, Inc., member FINRA/SIPC, and licensed insurance agents.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 149 | $277M | 75% |
| Pension and profit sharing plans | 26 | $59M | 16% |
| Individuals | 158 | $29M | 8% |
| Charitable organizations | 1 | $5M | 1% |
Disciplinary disclosures
Interwise reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Pension consulting
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗interwisewealth.com ↗
AtlasMembers
The full record on Interwise
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 4 years of filings
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- Growth over one, three and five years
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- Rank against 6,218 peers of its type and size
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- Owners and executives, with titles and stakes
- 1 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Interwise manage?
Interwise reports $370 million in regulatory assets under management across 1,054 accounts, 93% of it on a discretionary basis, on its Form ADV filed March 25, 2026.
What kind of firm is Interwise?
Interwise is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Interwise’s clients?
By assets, its largest client types are high-net-worth individuals ($277 million, 149 clients); pension and profit sharing plans ($59 million, 26 clients); individuals ($29 million, 158 clients).
Does Interwise have any disciplinary history?
Interwise reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Interwise’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-25), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →