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Interwealth Management, LLC

● SEC registered since 2019CRD 155597SEC# 801-116669Scottsdale, AZ
Export (members)
Reg. AUM
$253.6M
Employees
6
Accounts
704
Location
Scottsdale, AZ

Interwealth Management, LLC assets under management

Interwealth Management, LLC is an investment advisory firm registered with the SEC based in Scottsdale, AZ. The firm has been registered since 2019. It reports $253.6 million in regulatory assets under management and employs 6 people.

Interwealth Management, LLC owners & executives

2 reported
NameTitleOwnershipSince
Denis J Ryan ControlManaging DirectorOver 75%2011
Garrett RyanCcoUnder 5%2019

Frequently asked questions

How much does Interwealth Management, LLC manage?

Interwealth Management, LLC reports $253.6 million in regulatory assets under management on its Form ADV.

How many employees does Interwealth Management, LLC have?

Interwealth Management, LLC reports 6 employees.

Where is Interwealth Management, LLC located?

Interwealth Management, LLC is based in Scottsdale, AZ and has been SEC-registered since 2019.

Does Interwealth Management, LLC disclose fund performance?

Interwealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address8585 E Hartford Dr, Suite 108, Scottsdale, AZ 85255
Phone602-799-0937
Office hours7:30 To 5:00
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$41.1M
Non-discretionary$212.6M
Total (RAUM)$253.6M