# 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.

- CRD: 316746
- Filed as: INTERWISE
- Legal name: Valued Wealth Advisors, LLC
- Also doing business as: INTERWISE
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Holladay, UT
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/316746
- AdvisorCensus page: https://advisorcensus.com/firm/interwise-holladay-ut-316746

## Quick answers

**How 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

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

### Fees and minimums (Form ADV Part 2A brochure dated March 25, 2026)

- Asset-based fee: up to 2% of assets a year (the maximum the brochure states)

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $369,719,795
- Discretionary: $342,759,266
- Non-discretionary: $26,960,529

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 158 | $29,414,908 |
| High net worth individuals | 149 | $276,708,295 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 26 | $58,788,962 |
| Charitable organizations | 1 | $4,807,630 |

### 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)

### Firm details
- Registered since: 2021 (4 years)
- Employees: 10 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AK, CA, ID, NE, OR, TX, UT, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- interwisewealth.com
- LinkedIn @interwisewealth
- LinkedIn @parker-wagner
- LinkedIn @richard-l-wagner-cpa-macc-397b558
- LinkedIn @talon-pitchforth-cpa-cfp®-83b50289
- LinkedIn @taylorwagner1

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $102,964,541 | 3 | January 27, 2022 |
| October 2023 | $180,499,332 | 4 | July 26, 2023 |
| October 2024 | $230,277,509 | 4 | June 5, 2024 |
| October 2025 | $273,227,968 | 10 | July 21, 2025 |
| October 2026 | $369,719,795 | 10 | March 25, 2026 |

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.

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Interwise (CRD 316746): Form ADV filing data as of October 2026.