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INTERWEALTH MANAGEMENT, LLC
CRD 155597File 801-116669
APPROVED
Retail clients
Filing as of May 26, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Employees | 6 | 5 | decreased by1 |
| Mar 1, 2026 | Clients | 265 | 278 | increased by13 |
| Mar 1, 2026 | AUM | $253,629,649 | $298,005,781 | increased by$44,376,132 |
| Mar 1, 2026 | Accounts | 704 | 769 | increased by65 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 5 | 6 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 4 | 5 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 272 | 265 | decreased by7 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $171,000,000 | $253,629,649 | increased by$82,629,649 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 485 | 704 | increased by219 |
| Mar 1, 2022 | Employees | 3 | 4 | increased by1 |
| Feb 1, 2022 | Clients | 250 | 272 | increased by22 |
| Feb 1, 2022 | AUM | $135,000,000 | $171,000,000 | increased by$36,000,000 |
| Feb 1, 2022 | Accounts | 250 | 485 | increased by235 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “INTERWEALTH MANAGEMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“INTERWEALTH MANAGEMENT” may also match similarly-named firms). Confirm identity against each filing.
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.