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Interactive Wealth Advisors
INTERACTIVE WEALTH ADVISORS is an SEC-registered investment adviser in PORTLAND, OR. The firm manages $91 million in assets, $74 million on a discretionary...
Interactive Wealth Advisors
INTERACTIVE WEALTH ADVISORS is an SEC-registered investment adviser in PORTLAND, OR. The firm manages $91 million in assets, $74 million on a discretionary basis. It has 2 employees and 2 investment advisers.
General information
Firm type
RIA
Frequently asked questions
Who runs investment decisions at Interactive Wealth Advisors?
No named investment professionals or decision-makers have been publicly identified for Interactive Wealth Advisors. The firm does not disclose its team structure or leadership, which is consistent with a confidential family office operation.
Where does the underlying wealth come from?
The source of wealth managed by Interactive Wealth Advisors is not publicly disclosed. No family name or industry origin has been associated with the firm in any public records.
What investment stages does Interactive Wealth Advisors typically target?
Based on the firm's classification as a family office, it likely targets a mix of liquid and illiquid asset classes, but no specific stage preferences or sector focuses have been made public. The firm does not publish an investment mandate.
Is Interactive Wealth Advisors structured as a single family office or a multi-family office?
The firm's exact structure is not publicly defined. Based on its name and low profile, it may operate as either a single-family office or a multi-family office, but no confirmations are available.
Does Interactive Wealth Advisors participate in fund commitments or only direct deals?
The firm's investment approach is not publicly documented. It may engage in both fund commitments and direct investments, typical of many family offices, but no specific activities have been reported.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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