# InterWealth Management

InterWealth Management is a Bank / Wealth / Trust based in Scottsdale, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Scottsdale, United States
- **Region:** North America
- **Address:** Scottsdale, AZ, United States
- **Founded:** 2007
- **Assets under management:** Undisclosed
- **Website:** interwealthmanagement.com
- **LinkedIn:** linkedin.com/company/interwealth

## Regulatory record

- **CRD number:** 155597
- **SEC file number:** 801-116669
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/155597

## About

InterWealth Management is a registered investment advisor headquartered in Scottsdale, Arizona. The firm positions itself at the intersection of traditional wealth management and the lighter-touch needs of high-net-worth individuals who may not require a full family office. Its service model wraps financial planning, retirement income structuring, and portfolio management into a single advisory relationship for business owners and affluent families in the Phoenix metro area and beyond. Standard offerings for firms of this type typically include tactical adjustments based on life-stage planning, concentrated stock position management, and coordination with tax professionals. InterWealth's geography ties it closely to the Arizona economy — technology transplants, real estate investors, and service-business exits have reshaped the local wealth landscape over the past decade. Publicly available records indicate InterWealth Management is a lean operation with a limited number of advisors, which is characteristic of a boutique RIA serving a defined regional client base. As a state-registered advisor, its regulatory filings provide limited transparency, and no major hires, fund launches, or acquisitions have been reported in the past 24 months. The structural differentiator for InterWealth is its dual identity as both a financial planning shop and an asset manager — a configuration that allows it to serve as the primary financial decision-making hub for families who are liquid-asset rich but lack in-house family-office staff. This model places it in direct competition with larger Arizona-based RIAs and national aggregator platforms that have been acquiring local firms in the Scottsdale-Phoenix corridor.

## Questions

### What services does InterWealth Management provide?

InterWealth Management offers financial planning, retirement income planning, and discretionary portfolio management. The firm structures its services around a holistic advisory relationship, targeting Arizona-based business owners and high-net-worth individuals who need integrated wealth management rather than isolated investment management.

### Where does InterWealth Management source its clients?

The firm sources clients primarily from the Scottsdale and greater Phoenix metro area in Arizona. Its local footprint and service model suggest client acquisition through professional referrals, community presence, and relationships with Arizona-based accountants and estate planning attorneys.

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Last updated: 2026-08-11T02:43:31.692Z

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