← Tributary

INTERWISE

HOLLADAY, UT · CRD 316746 · IAPD ↗ · 801-484-6004

$369.7MRegulatory AUM
5Advisory reps
10Employees
0Clients
0Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
April 2026 — INTERWISE reported RAUM up 35% ($273.2M -> $369.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
45
December 2025 — INTERWISE notice-filed in OR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
April 2025 — INTERWISE notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
April 2024 — INTERWISE reported RAUM up 28% ($180.5M -> $230.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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