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INTERWEALTH MANAGEMENT, LLC
CRD 155597File 801-116669
APPROVED
Retail clients
Filing as of May 26, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$298.0M
Below cohort median (national)
Discretionary AUM
$54.1M
Non-discretionary $244.0M
Clients
278
769 accounts
Employees
5
Above cohort median in AZ
Identity & registration
ADV Item 1- Organization form
- Other (specify)
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- May 24, 2019
- Principal office
- 8585 E HARTFORD DR, SUITE 108, SCOTTSDALE, AZ, 85255
- Phone
- 602-799-0937
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $298.0M
- Discretionary AUM
- $54.1M
- Non-discretionary AUM
- $244.0M
- Discretionary accounts
- 195
- Non-discretionary accounts
- 574
- Total accounts
- 769
- AUM per client
- $1.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 76 | $199.2M |
| Individuals (other than high net worth individuals) | 202 | $98.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.