{
  "crd_number": 316746,
  "slug": "interwise-holladay-ut-316746",
  "primary_business_name": "INTERWISE",
  "legal_name": "VALUED WEALTH ADVISORS, LLC",
  "dbas": [
    "INTERWISE"
  ],
  "city": "Holladay",
  "state": "UT",
  "country": "United States",
  "cbsa_code": "41620",
  "metro": {
    "cbsa_code": "41620",
    "common_name": "Salt Lake City",
    "msa_name": "Salt Lake City-Murray, UT",
    "path": "/advisors/ut/salt-lake-city"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2021-10-27",
  "years_registered": 4,
  "period": "2026-10-01",
  "filing_date": "2026-03-25",
  "carried_forward": false,
  "raum_total": 369719795.0,
  "raum_discretionary": 342759266.0,
  "raum_non_discretionary": 26960529.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 10,
  "advisory_employees": 5,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 4807630.0,
      "count": 1,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 29414908.0,
      "count": 158
    },
    "pension_profit_sharing": {
      "raum": 58788962.0,
      "count": 26
    },
    "high_net_worth_individuals": {
      "raum": 276708295.0,
      "count": 149
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AK",
    "CA",
    "ID",
    "NE",
    "OR",
    "TX",
    "UT",
    "WA"
  ],
  "websites": [
    "https://interwisewealth.com",
    "https://linkedin.com/company/interwisewealth",
    "https://linkedin.com/in/parker-wagner",
    "https://linkedin.com/in/richard-l-wagner-cpa-macc-397b558",
    "https://linkedin.com/in/talon-pitchforth-cpa-cfp%C2%AE-83b50289",
    "https://linkedin.com/in/taylorwagner1"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/316746",
  "city_as_filed": "HOLLADAY",
  "url": "https://advisorcensus.com/firm/interwise-holladay-ut-316746",
  "display_name": "Interwise",
  "summary": "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.",
  "citation": "AdvisorCensus. Interwise (CRD 316746): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "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)"
  ],
  "quick_answers": [
    {
      "q": "How is Interwise compensated?",
      "a": "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)."
    },
    {
      "q": "What does Interwise's brochure say about its fees?",
      "a": "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."
    },
    {
      "q": "Where is Interwise located?",
      "a": "Interwise's principal office is in Holladay, UT, according to its Form ADV."
    },
    {
      "q": "Is Interwise registered with the SEC or a state?",
      "a": "Interwise is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 316746."
    },
    {
      "q": "How much does Interwise manage?",
      "a": "Interwise reports $369,719,795 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (93% discretionary)."
    },
    {
      "q": "How have Interwise's assets and staff changed since 2022?",
      "a": "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."
    },
    {
      "q": "What types of clients does Interwise serve?",
      "a": "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)."
    },
    {
      "q": "Which custodians does Interwise use?",
      "a": "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."
    },
    {
      "q": "Does Interwise report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "What changed in Interwise's recent Form ADV filings?",
      "a": "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%)."
    }
  ],
  "filing_history": [
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 102964541.0,
      "total_employees": 3,
      "filing_date": "2022-01-27"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 180499332.0,
      "total_employees": 4,
      "filing_date": "2023-07-26"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 230277509.0,
      "total_employees": 4,
      "filing_date": "2024-06-05"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 273227968.0,
      "total_employees": 10,
      "filing_date": "2025-07-21"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 369719795.0,
      "total_employees": 10,
      "filing_date": "2026-03-25"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 4 to 5.",
        "Regulatory assets under management went from $273,227,968 to $369,719,795 (+35%)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Registered or notice-filed in OR."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 25, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": "2% of assets a year",
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: up to 2% of assets a year (the maximum the brochure states)"
        ],
        "quotes": [
          "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."
        ]
      }
    ],
    "quotes": [
      "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."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/interwise-holladay-ut-316746.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 158,
      "fewer_than_5": false,
      "raum": 29414908.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 149,
      "fewer_than_5": false,
      "raum": 276708295.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 26,
      "fewer_than_5": false,
      "raum": 58788962.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 1,
      "fewer_than_5": true,
      "raum": 4807630.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/316746",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}