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Interactive Wealth Advisors

Interactive Wealth Advisors. CRD 167033

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CRD: 167033

Interactive Wealth Advisors

Portland, OR, 97204
5035751953
interactive-wealth.com
$91.3M Total AUM
$73.7M Disc. AUM
-- 3Y CAGR
2 Employees
63 ADV. Clients
13 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
Glacier zenithOak insight +more
Established Date
06-04-2013
Office Locations
1

Office Locations

121 SW Morrison St., Suite 905 Portland OR

About Interactive Wealth Advisors

Interactive Wealth Advisors is a Portland, OR fee-only RIA serving local and nationwide clients, focused on busy high-tech professionals and executives. The firm delivers comprehensive financial planning with discretionary portfolio management, tax, estate, and charitable planning under a fiduciary oath and NAPFA fee-only standards (no commissions or paid referrals). Portfolios are primarily ETF-based; custody includes Charles Schwab.

Team overview

58 AVG AGE
$45.6M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
13 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
13yrs Firm Age

Insights

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Asset Classes

Zenith signal Alpha

Client Personas

Focus element Delta Legacy

Custodian

Fusion eagle Eagle Focus zenith Horizon quantum Vector Peak

Investment Themes

Element momentum Crest Momentum bridge North ridge Quantum ridge

Investment Vehicles

Frontier element Beacon insight

Platform

Timber Unison meridian

Services

Atlas summit Crest quantum Ridge Foundation Quantum quantum Vector capital Quantum vertex Element Matrix Summit radial Crest Summit Value

Technology

Quantum foundation Radial capital Signal focus

Owner & Executives

CHRISTOPHER KYLE WINN

CHRISTOPHER KYLE WINN

Financial Advisor, General Partner, President

CRD
#2928895
Ownership
75% or more
(566) 352-3830
quantum.foundation@frontiercapital.com
in linkedin.com/in/pioneer-horizon

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Contacts

E

ERIK FLETCHER MILLER

Wealth Advisor

CRD
#1835810
(218) 912-1393
fusion.signal@signalcapital.com
in linkedin.com/in/focus-oak

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $73,730,013 --
Non-Discretionary $17,546,561 --
Total $91,276,574 --

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Separately Managed Accounts

Total SMA Asset: $91,276,574

$91.3M Total SMA
Equity - Exchange:
33.1%
Public Funds:
20.6%
Cash:
16.8%
Private Funds:
29.5%
Asset class Assets Assets %
Equity - Exchange $2,013,600,577 33.1%
Public Funds $1,253,177,398 20.6%
Cash $1,022,008,752 16.8%
Private Funds $1,794,598,702 29.5%
Total $6,083,385,429 100.0%

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