INTERWISE

2120 East 3900 South
Suite 301
Holladay, Utah 84124
Tel: 801-484-6004

About INTERWISE

INTERWISE, formally registered with the SEC as INTERWISE. The firm was established in 10/27/2021. They have over 1 offices throughout the country.

INTERWISE is a Holladay, Utah based Financial Planning firm with nearly $230,277,509 assets under management, offering retirement planning & investment advisory services to 936 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	316746
SEC#	801-122564
Assets Managed by Firm	$230,277,509
No. of Clients	936
No. of Advisors	4

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	936	$230,277,509
Individuals (other than high net worth individuals)	130	$17,824,926
High net worth individuals	118	$165,424,082
Pension and profit sharing plans	23	$43,728,788
Charitable organizations	1	$3,299,713

More Retirement Planning firms in Holladay, Utah:

Firm Name	Assets Under Management	Total Clients	Total Advisors
BRIDGE INVESTMENT GROUP 111 E. Sego Lily Drive, #400 Sandy, UT, 84070	$47,001,314,000	132	2300
WASATCH ADVISORS LP 505 Wakara Way, 3rd Floor Salt Lake City, UT, 84108	$26,663,066,907	237	90
TOWNSQUARE CAPITAL, LLC 5314 River Run Drive, Suite 210 Provo, UT, 84604	$8,777,551,735	33539	17
SOLTIS INVESTMENT ADVISORS, LLC 20 North Main, Suite 400 St. George, UT, 84770	$6,821,969,061	3884	72
SEPIO CAPITAL, LP 2795 E Cottonwood Parkway, Suite 600 Salt Lake City, UT, 84121	$6,672,033,386	1963	24

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