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Building 2INTERWEALTH MANAGEMENT, LLC

Map pinSCOTTSDALE, AZ
Phone602-799-0937
NotebookSEC #801-116669
Total AUM
$298M
Employees
5
Clients
278

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8585 E HARTFORD DR
SUITE 108
SCOTTSDALE
AZ 85255
United States
Operating Hours
7:30 TO 5:00
Monday - Friday
Phone
602-799-0937
Other Offices
1

ReceiptFinancials

Total AUM
$298M
Accounts
769
Discretionary
$54.1M
Accounts
195
Non-Discretionary
$244M
Accounts
574

ContactClients

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Individual Clients
202
AUM
$98.9M
HNW Individual Clients
76
AUM
$199.2M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLNHNJNYTXWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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