# INTERWISE

INTERWISE is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** https://interwise.com
- **LinkedIn:** https://www.linkedin.com/company/interwise

## Regulatory record

- **CRD number:** 316746
- **SEC file number:** 801-122564
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/316746

## About

Interwise was founded with the vision of bringing proficient integrated financial planning wisdom from many domains that touch a person's financial life - Investments (Private and Public Wealth), Taxes (tax filings and proactive strategic planning), Estate tax considerations, Equity Compensation, Benefit Plan Consulting, and more. We are a fee only fiduciary which means we don't have behind-the-scenes commission incentives to pitch a particular product to you that we don't believe is truly in your best interest. Do you feel confident your holistic financial plan optimizes the investment, income tax, estate tax aspects of your life, or are there strategic opportunities for improvement? Don't hesitate to reach out for a second opinion, especially if a significant tax event (business sale, significant income, property sale, etc.) is near on the horizon. -------- Disclosure: This is not an offer, or solicitation of any offer to buy or sell any security, investment, or other product. Tax services provided by Interwise Tax, a Utah CPA firm. Advisory services offered through Valued Wealth Advisors, d.b.a. Interwise, a registered investment adviser. Advisory services are only offered to clients or prospective clients where Interwise and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Interwise unless a client service agreement is in place.

## Questions

### Who runs investment decisions at INTERWISE?

The identity of INTERWISE's investment decision-makers is not publicly documented. No principals or officers have been named in any source. The firm does not maintain a public website or LinkedIn profile to state its leadership.

### What is INTERWISE's investment strategy?

INTERWISE's investment strategy has not been disclosed. No asset-class allocations, sector focuses, or stage preferences are publicly available. The firm has not reported any portfolio companies or deals.

### Where is INTERWISE located?

INTERWISE's headquarters city and country are not publicly documented. The firm has no listed address or additional offices in any source.

### Are there any public records or news about INTERWISE?

As of early 2025, no public records, news articles, or regulatory filings reference INTERWISE's activities. The firm does not appear in databases like SEC EDGAR or common news archives.

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Last updated: 2026-07-06T01:24:18.792Z

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