AdvisorCensus / Financial advisors / Utah / Salt Lake City / Interwise
Interwise is an SEC-registered investment advisory firm in Holladay, UT, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 25, 2026.
Quick answers
From the filingHow is Interwise compensated?
On its Form ADV (Item 5.E, October 2026), Interwise reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
What does Interwise's brochure say about its fees?
Its Form ADV Part 2A brochure dated March 25, 2026 states: Asset-based fee: up to 2% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Interwise located?
Interwise's principal office is in Holladay, UT, according to its Form ADV.
Is Interwise registered with the SEC or a state?
Interwise is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 316746.
How much does Interwise manage?
Interwise reports $369,719,795 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (93% discretionary).
How have Interwise's assets and staff changed since 2022?
In the Form ADV data for Interwise: Regulatory assets under management: $102,964,541 in the October 2022 data and $369,719,795 in the October 2026 data, up 259%. Total employees: 3 in October 2022 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Interwise serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (158); high net worth individuals (149); pension and profit sharing plans (but not the plan participants or government pension plans) (26).
Which custodians does Interwise use?
Interwise's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does Interwise report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/316746
What changed in Interwise's recent Form ADV filings?
In the April 2026 filing data: Employees performing advisory functions went from 4 to 5. Regulatory assets under management went from $273,227,968 to $369,719,795 (+35%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: up to 2% of assets a year (the maximum the brochure states)
The brochure's wording
The maximum annual fee charged for this service will not exceed 2.00%. Fees to be assessed will be outlined in the advisory agreement to be signed by the Client.
The maximum annual fee charged for this service will not exceed 2.00%. The ultimate fee charged is based on the scope and complexity of our engagement with the client.
As stated in the firm's Form ADV Part 2A brochure dated March 25, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$369,719,795 as of October 2026, filing dated March 25, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- 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)
Registration and firm details
Items 1, 2, 5- Legal name
- Valued Wealth Advisors, LLC
- Also doing business as
- INTERWISE
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2021 (4 years)
- Employees
- Total: 10. Performing investment advisory functions: 5.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
8 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $369,719,795 | 10 | March 25, 2026 |
| October 2025 | $273,227,968 | 10 | July 21, 2025 |
| October 2024 | $230,277,509 | 4 | June 5, 2024 |
| October 2023 | $180,499,332 | 4 | July 26, 2023 |
| October 2022 | $102,964,541 | 3 | January 27, 2022 |
Regulatory assets under management: $102,964,541 in the October 2022 data and $369,719,795 in the October 2026 data, up 259%.
Total employees: 3 in October 2022 and 10 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Employees performing advisory functions went from 4 to 5.
- Regulatory assets under management went from $273,227,968 to $369,719,795 (+35%).
- December 2025
- Registered or notice-filed in OR.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Interwise (CRD 316746): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/interwise-holladay-ut-316746