INTERWEALTH MANAGEMENT, LLC
Total AUM
$298M
Employees
5Clients
278Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
8585 E HARTFORD DR
SUITE 108
SCOTTSDALE
AZ 85255
United States
SUITE 108
SCOTTSDALE
AZ 85255
United States
Operating Hours
7:30 TO 5:00
Monday - Friday
Monday - Friday
Phone
602-799-0937
Other Offices
1
Financials
Total AUM
$298M
Accounts
769Discretionary
$54.1M
Accounts
195Non-Discretionary
$244M
Accounts
574
Clients
Individual Clients
202AUM
$98.9M
HNW Individual Clients
76AUM
$199.2M
Services
Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCACOFLNHNJNYTXWA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.