Interwealth Management, LLC
● SEC registered since 2019CRD 155597SEC# 801-116669Scottsdale, AZ
Reg. AUM
$298M
Employees
5
Accounts
769
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 $298 million in regulatory assets under management and employs 5 people.
Interwealth Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Denis J Ryan Control | Managing Director | Over 75% | 2011 |
| Garrett Ryan | Cco | Under 5% | 2019 |
Frequently asked questions
How much does Interwealth Management, LLC manage?
Interwealth Management, LLC reports $298 million in regulatory assets under management on its Form ADV.
How many employees does Interwealth Management, LLC have?
Interwealth Management, LLC reports 5 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
| Address | 8585 E Hartford Dr, Suite 108, Scottsdale, AZ 85255 |
| Phone | 602-799-0937 |
| Office hours | 7:30 To 5:00 |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$298M▲ 42%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 62%
Larger than 38% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$298Mregulatory AUM
Discretionary $54.1MNon-discretionary $244M