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Interwealth Management, LLC

Interwealth Management, LLC. CRD 155597

Interwealth Management, LLC logo

CRD: 155597

Interwealth Management, LLC

Scottsdale, AZ, 85255
6027990937
interwealthmanagement.com
$298.0M Total AUM
$54.1M Disc. AUM
-- 3Y CAGR
5 Employees
278 ADV. Clients
15 yrs Firm Age

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Firm Details

Custodian
Fidelity/NFS
Clients
Retail
Platforms
Bridge
Established Date
04-12-2011
Office Locations
2

Office Locations

8585 E Hartford DR Suite 108 Scottsdale AZ
-- Denver CO

About Interwealth Management, LLC

Interwealth Management, LLC is an RIA providing investment management and financial planning for individuals and families, including retirement and education planning. The firm emphasizes disciplined, relationship-driven guidance to help clients stay the course through market stress. Client base includes business owners and entrepreneurs; primary custodian is Fidelity/NFS.

Team overview

43 AVG AGE
$59.6M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
3.5 yrs AVG TENURE
5 Employees
5 Advisory Reps
5 RIA Reps
15yrs Firm Age

Insights

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Asset Classes

Glacier zenith Horizon Capital harbor

Client Personas

Prime bridge Legacy

Custodian

Focus crest Signal Focus momentum

Fund Managers

Catalyst

Investment Themes

Glacier Value vector

Investment Vehicles

Wave pioneer

Services

Meridian north Glacier north Optima Frontier Zenith insight Wave

Technology

Insight bridge

Owner & Executives

DENIS J RYAN

DENIS J RYAN

Financial Professional, MANAGING DIRECTOR

CRD
#2087246
Ownership
75% or more
(765) 394-9753
pioneer.beacon@ridgecapital.com
in linkedin.com/in/fusion-timber
Garrett Ryan

Garrett Ryan

Certified Financial Planner, Chief Compliance Officer

CRD
#6838657
Ownership
Less than 5%
(713) 278-4868
catalyst.horizon@eaglecapital.com
in linkedin.com/in/pathway-catalyst

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Contacts

JESSI RINGO ANDREWS

JESSI RINGO ANDREWS

Financial Advisor, General Partner

CRD
#4805276
(370) 454-2498
vital.alpha@harborcapital.com
in linkedin.com/in/optima-foundation
J

Jeremiah Babatunde Imonode

--

CRD
#8097293
(342) 354-8182
summit.pathway@harborcapital.com
in linkedin.com/in/radial-matrix
A

Alpha foundation

Pioneer catalyst legacy

CRD
#72638
(657) 479-2737
summit.insight@matrixcapital.com
in linkedin.com/in/north-meridian

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
02-22-2022
08-10-2023
08-02-2024
08-07-2025
05-26-2026
Category Assets AVG. Account size
Discretionary $54,053,378 $277,197
Non-Discretionary $243,952,403 $425,004
Total $298,005,781 $387,524

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Separately Managed Accounts

Total SMA Asset: $298,005,781

$298.0M Total SMA
Public Funds:
25.7%
Equity - Exchange:
35.3%
Private Funds:
21.2%
Cash:
17.8%
Asset class Assets Assets %
Public Funds $2,284,784,463 25.7%
Equity - Exchange $3,138,244,807 35.3%
Private Funds $1,884,724,927 21.2%
Cash $1,582,457,721 17.8%
Total $8,890,211,918 100.0%

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