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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-27-2021
- Office Locations
- 1
Office Locations
About Interwise
Interwise is an independent fiduciary wealth management firm combining public and private investment strategy with proactive CPA-led tax planning for high net worth clients. The team supports entrepreneurs, executives, real estate investors, and medical professionals through major liquidity events, retirement, and complex planning, with an emphasis on tax-aware portfolio construction, tax-loss harvesting, and transaction planning. Strategic partnerships include Envestnet.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
Taylor Wagner
Chief Compliance Officer, Wealth Manager
- CRD
- #7286304
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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Cesily Vandersteen Tippetts
--
- CRD
- #7517349
PARKER JENKINS WAGNER
--
- CRD
- #7430697
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $342,759,266 | $382,971 |
| Non-Discretionary | $26,960,529 | $169,563 |
| Total | $369,719,795 | $350,778 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Other | Available | Available |
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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