Interwise

Interwise (CRD# 316746) is a financial advisory firm headquartered in Holladay, UT. They manage $230,277,509 in 936 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
2120 East 3900 South, Suite 301, Holladay, UT 84124
https://www.interwisewealth.com
By the Numbers
  • Total Assets Under Management
    230
    MILLION
  • Total Number of Accounts
    936
    ACCOUNTS
  • Average Account Value
    $246,023
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, CA, ID, NE, TX, UT, WA

Financial Advisors at Interwise
Showing 1 - 4 of 4 top financial advisors.
1
Richard Wagner, financial advisor Holladay UT
Richard L. Wagner
CRD#: 4575603
2120 East 3900 South, Suite 301, Holladay, UT 84124

Richard Wagner (CRD# 4575603) is an Investment Advisor Representative working at Interwise in Holladay, UT and has over 21 years of experience in the finance industry.

2
Matthew Walker, financial advisor Holladay UT
Matthew N. Walker
CRD#: 6206383
2120 East 3900 South, Suite 301, Holladay, UT 84124

Matthew Walker (CRD# 6206383) is an Investment Advisor Representative working at Interwise in Holladay, UT and has over 10 years of experience in the finance industry.

3
Parker Wagner, financial advisor Holladay UT
Parker J. Wagner
CRD#: 7430697
2120 East 3900 South, Suite 301, Holladay, UT 84124

Parker Wagner (CRD# 7430697) is an Investment Advisor Representative working at Interwise in Holladay, UT and has 1 year of experience in the finance industry.

4
Taylor Wagner, financial advisor Holladay UT
Taylor Wagner
CRD#: 7286304
2120 East 3900 South, Suite 301, Holladay, UT 84124

Taylor Wagner (CRD# 7286304) is an Investment Advisor Representative working at Interwise in Holladay, UT and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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