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INTERWISE
Legal name: VALUED WEALTH ADVISORS, LLC
CRD 316746File 801-122564
APPROVED
Retail clients
Custody
Filing as of Mar 25, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$369.7M
Below cohort median (national)
Discretionary AUM
$342.8M
Non-discretionary $27.0M
Clients
334
1,054 accounts
Employees
10
Below cohort median in UT
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Oct 27, 2021
- Principal office
- 3115 EAST LION LANE, SUITE 160, HOLLADAY, UT, 84121
- Phone
- 801-484-6004
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $369.7M
- Discretionary AUM
- $342.8M
- Non-discretionary AUM
- $27.0M
- Discretionary accounts
- 895
- Non-discretionary accounts
- 159
- Total accounts
- 1,054
- AUM per client
- $1.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $4.8M |
| High net worth individuals | 149 | $276.7M |
| Pension and profit sharing plans | 26 | $58.8M |
| Individuals (other than high net worth individuals) | 158 | $29.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- 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 |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 298 | 334 | increased by36 |
| Apr 1, 2026 | AUM | $273,227,968 | $369,719,795 | increased by$96,491,827 |
| Apr 1, 2026 | Accounts | 960 | 1,054 | increased by94 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 3 | 10 | increased by7 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 71 | 298 | increased by227 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $102,964,541 | $273,227,968 | increased by$170,263,427 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 72 | 960 | increased by888 |
| Feb 1, 2022 | Registration | APPROVED-120 | APPROVED | |
| Feb 1, 2022 | Custody | No | Yes | |
| Feb 1, 2022 | AUM | $0 | $102,964,541 | increased by$102,964,541 |
| Feb 1, 2022 | Accounts | 0 | 72 | increased by72 |
| Nov 1, 2021 | Registration | — | APPROVED-120 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “INTERWISE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“INTERWISE” 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.