Interwise
Interwise (CRD# 316746) is a financial advisory firm headquartered in Holladay, UT. They manage $230,277,509 in 936 accounts and serve the financial needs of clients across 7 states (or territories).
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Total Assets Under Management230MILLION
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Total Number of Accounts936ACCOUNTS
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Average Account Value$246,023
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
AK, CA, ID, NE, TX, UT, WA
Richard Wagner (CRD# 4575603) is an Investment Advisor Representative working at Interwise in Holladay, UT and has over 21 years of experience in the finance industry.
Matthew Walker (CRD# 6206383) is an Investment Advisor Representative working at Interwise in Holladay, UT and has over 10 years of experience in the finance industry.
Parker Wagner (CRD# 7430697) is an Investment Advisor Representative working at Interwise in Holladay, UT and has 1 year of experience in the finance industry.
Taylor Wagner (CRD# 7286304) is an Investment Advisor Representative working at Interwise in Holladay, UT and has over 3 years of experience in the finance industry.