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INTERWEALTH MANAGEMENT, LLC

SCOTTSDALE, AZ · CRD 155597 · IAPD ↗ · interwealthmgt.com · 602-799-0937

$298.0MRegulatory AUM
5Advisory reps
5Employees
0Clients
0Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
June 2024 — INTERWEALTH MANAGEMENT, LLC notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
April 2024 — INTERWEALTH MANAGEMENT, LLC notice-filed in WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
April 2024 — INTERWEALTH MANAGEMENT, LLC reported RAUM up 30% ($161.8M -> $209.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.