INTERWEALTH MANAGEMENT, LLC
CRD #155597 SEC #801-116669 SCOTTSDALE, AZ 480-397-2691
SEC Registered
Total AUM
$253.6M
Discretionary
$41.1M
Employees
6
Clients
0
Accounts
704
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $253.6M | $41.1M | $212.6M | 6 | 0 |
| Mar 2025 | $253.6M | $41.1M | $212.6M | 5 | 0 |
| Jan 2025 | $209.8M | $27M | $182.8M | 5 | 0 |
| Aug 2024 | $209.8M | $27M | $182.8M | 5 | 0 |
| Jul 2024 | $209.8M | $27M | $182.8M | 5 | 0 |
| May 2024 | $209.8M | $27M | $182.8M | 5 | 0 |
| Apr 2024 | $209.8M | $27M | $182.8M | 5 | 0 |
| Mar 2024 | $209.8M | $27M | $182.8M | 5 | 0 |
| Jan 2024 | $161.8M | $0 | $161.8M | 5 | 0 |
| Aug 2023 | $161.8M | $0 | $161.8M | 4 | 0 |
| Jun 2023 | $161.8M | $0 | $161.8M | 4 | 0 |
| Jun 2023 | $161.8M | $0 | $161.8M | 3 | 0 |
| Feb 2023 | $161.8M | $0 | $161.8M | 3 | 0 |
| Feb 2022 | $171M | $0 | $171M | 4 | 0 |
| Feb 2022 | $171M | $0 | $171M | 3 | 0 |
| Feb 2022 | $171M | $0 | $171M | 3 | 0 |
| Feb 2022 | $171M | $0 | $171M | 3 | 0 |
| Jan 2022 | $171M | $0 | $171M | 3 | 250 |
| Jan 2022 | $171M | $0 | $171M | 3 | 250 |
| Feb 2021 | $135M | $0 | $135M | 3 | 250 |
| Jul 2020 | $127M | $0 | $127M | 3 | 0 |
| Jun 2020 | $127M | $0 | $127M | 3 | 0 |
| Jun 2020 | $127M | $0 | $127M | 3 | 0 |
| Apr 2020 | $127M | $0 | $127M | 3 | 0 |
| Jan 2020 | $127M | $0 | $127M | 3 | 0 |
| Jun 2019 | $110M | $0 | $110M | 3 | 0 |
| Apr 2019 | $110M | $0 | $110M | 3 | 0 |
DateAug 2025
Total AUM$253.6M
Discretionary$41.1M
Non-Disc.$212.6M
Employees6
Clients0
DateMar 2025
Total AUM$253.6M
Discretionary$41.1M
Non-Disc.$212.6M
Employees5
Clients0
DateJan 2025
Total AUM$209.8M
Discretionary$27M
Non-Disc.$182.8M
Employees5
Clients0
DateAug 2024
Total AUM$209.8M
Discretionary$27M
Non-Disc.$182.8M
Employees5
Clients0
DateJul 2024
Total AUM$209.8M
Discretionary$27M
Non-Disc.$182.8M
Employees5
Clients0
DateMay 2024
Total AUM$209.8M
Discretionary$27M
Non-Disc.$182.8M
Employees5
Clients0
DateApr 2024
Total AUM$209.8M
Discretionary$27M
Non-Disc.$182.8M
Employees5
Clients0
DateMar 2024
Total AUM$209.8M
Discretionary$27M
Non-Disc.$182.8M
Employees5
Clients0
DateJan 2024
Total AUM$161.8M
Discretionary$0
Non-Disc.$161.8M
Employees5
Clients0
DateAug 2023
Total AUM$161.8M
Discretionary$0
Non-Disc.$161.8M
Employees4
Clients0
DateJun 2023
Total AUM$161.8M
Discretionary$0
Non-Disc.$161.8M
Employees4
Clients0
DateJun 2023
Total AUM$161.8M
Discretionary$0
Non-Disc.$161.8M
Employees3
Clients0
DateFeb 2023
Total AUM$161.8M
Discretionary$0
Non-Disc.$161.8M
Employees3
Clients0
DateFeb 2022
Total AUM$171M
Discretionary$0
Non-Disc.$171M
Employees4
Clients0
DateFeb 2022
Total AUM$171M
Discretionary$0
Non-Disc.$171M
Employees3
Clients0
DateFeb 2022
Total AUM$171M
Discretionary$0
Non-Disc.$171M
Employees3
Clients0
DateFeb 2022
Total AUM$171M
Discretionary$0
Non-Disc.$171M
Employees3
Clients0
DateJan 2022
Total AUM$171M
Discretionary$0
Non-Disc.$171M
Employees3
Clients250
DateJan 2022
Total AUM$171M
Discretionary$0
Non-Disc.$171M
Employees3
Clients250
DateFeb 2021
Total AUM$135M
Discretionary$0
Non-Disc.$135M
Employees3
Clients250
DateJul 2020
Total AUM$127M
Discretionary$0
Non-Disc.$127M
Employees3
Clients0
DateJun 2020
Total AUM$127M
Discretionary$0
Non-Disc.$127M
Employees3
Clients0
DateJun 2020
Total AUM$127M
Discretionary$0
Non-Disc.$127M
Employees3
Clients0
DateApr 2020
Total AUM$127M
Discretionary$0
Non-Disc.$127M
Employees3
Clients0
DateJan 2020
Total AUM$127M
Discretionary$0
Non-Disc.$127M
Employees3
Clients0
DateJun 2019
Total AUM$110M
Discretionary$0
Non-Disc.$110M
Employees3
Clients0
DateApr 2019
Total AUM$110M
Discretionary$0
Non-Disc.$110M
Employees3
Clients0