# Interwest Investment Advisors, Inc

> Interwest Investment Advisors, Inc is a state-registered investment advisory firm in Boise, ID, registered since 2007, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated July 22, 2026.

- CRD: 142840
- Filed as: INTERWEST INVESTMENT ADVISORS, INC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Boise, ID
- Filing period: October 2026
- Form ADV filing dated: July 22, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/142840
- AdvisorCensus page: https://advisorcensus.com/firm/interwest-investment-advisors-inc-boise-id-142840

## Quick answers

**How is Interwest Investment Advisors, Inc compensated?**
On its Form ADV (Item 5.E, October 2026), Interwest Investment Advisors, Inc reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Interwest Investment Advisors, Inc located?**
Interwest Investment Advisors, Inc's principal office is in Boise, ID, according to its Form ADV.

**Is Interwest Investment Advisors, Inc registered with the SEC or a state?**
Interwest Investment Advisors, Inc is a state-registered investment advisory firm, registered since 2007. Status as filed: APPROVED. CRD 142840.

**How much does Interwest Investment Advisors, Inc manage?**
Interwest Investment Advisors, Inc reports $74,561,550 in regulatory assets under management in its Form ADV filing dated July 22, 2026 (100% discretionary).

**What types of clients does Interwest Investment Advisors, Inc serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (413); high net worth individuals (7).

**Does Interwest Investment Advisors, Inc report any disciplinary disclosures?**
Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.H(1)(c) (regulator's civil action dismissed under a settlement). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/142840

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Regulatory assets under management (Item 5.F)
- Total: $74,561,550
- Discretionary: $74,394,773
- Non-discretionary: $166,777

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 413 | $62,571,816 |
| High net worth individuals | 7 | $11,989,734 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2007 (19 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: ID, MN, MT, NV, OR, WA
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.H(1)(c): Has a domestic or foreign court ever dismissed, under a settlement agreement, an investment-related civil action brought against the firm or an advisory affiliate by a state or foreign financial regulator?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/142840

### Websites listed on Form ADV (Item 1.I)
- interwestia.net

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Interwest Investment Advisors, Inc (CRD 142840): Form ADV filing data as of October 2026.