# Interactive Wealth Advisors

> Interactive Wealth Advisors is a state-registered investment advisory firm in Portland, OR, registered since 2013, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 10, 2026.

- CRD: 167033
- Filed as: INTERACTIVE WEALTH ADVISORS
- Legal name: Interactive Wealth Advisors, Incorporated
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Portland, OR
- Filing period: October 2026
- Form ADV filing dated: February 10, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/167033
- AdvisorCensus page: https://advisorcensus.com/firm/interactive-wealth-advisors-portland-or-167033

## Quick answers

**How is Interactive Wealth Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Interactive Wealth Advisors reports these compensation arrangements: a percentage of assets under its management.

**Where is Interactive Wealth Advisors located?**
Interactive Wealth Advisors' principal office is in Portland, OR, according to its Form ADV.

**Is Interactive Wealth Advisors registered with the SEC or a state?**
Interactive Wealth Advisors is a state-registered investment advisory firm, registered since 2013. Status as filed: APPROVED. CRD 167033.

**How much does Interactive Wealth Advisors manage?**
Interactive Wealth Advisors reports $91,276,574 in regulatory assets under management in its Form ADV filing dated February 10, 2026 (81% discretionary).

**What types of clients does Interactive Wealth Advisors serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (33); individuals (other than high net worth individuals) (30).

**Does Interactive Wealth Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/167033

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $91,276,574
- Discretionary: $73,730,013
- Non-discretionary: $17,546,561

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 30 | $17,673,515 |
| High net worth individuals | 33 | $73,603,059 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2013 (13 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OR, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- interactive-wealth.com
- Facebook @INTERACTIVEWEALTH
- LinkedIn @chriskwinn
- LinkedIn @erik-f-miller-cfp®-chfc-casl™-763360b
- X @INTERACTIVEWLTH
- YouTube @UCOHZ32OJVYCCVNNATHDHMJG

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Interactive Wealth Advisors (CRD 167033): Form ADV filing data as of October 2026.