# Valued Wealth Advisors

Valued Wealth Advisors is a Bank / Wealth / Trust based in Holladay, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Holladay, United States
- **Region:** North America
- **Address:** Holladay, UT, United States
- **Founded:** 2008
- **Assets under management:** Undisclosed
- **Website:** interwisewealth.com
- **LinkedIn:** https://www.linkedin.com/company/interwisewealth

## Regulatory record

- **Reports private funds:** No

## About

Valued Wealth Advisors was established in 2008 and is headquartered in Holladay, Utah. The firm operates as a registered investment adviser, filing Form ADV with the SEC, which confirms its fiduciary status and its authority to manage client assets on a discretionary basis. The firm serves individuals, high net worth individuals, and business entities, with a service mix that spans investment planning, retirement planning, and discretionary portfolio management. The firm's public filings describe a generalist wealth management mandate. The offering covers portfolio construction for private clients and retirement planning services, with the firm exercising discretionary authority over client accounts. The geographic footprint is centered on the Wasatch Front in Utah. Without a public track record of direct investments, fund commitments, or named portfolio companies, the firm's investment posture is inferred from the standard fiduciary playbook common to SEC-registered RIAs in the intermountain West. Valued Wealth Advisors does not publish its total assets under management, total deployment figures, or headcount. The firm maintains an active website at interwisewealth.com. No adjacent vehicles — such as philanthropic foundations, real-asset arms, or co-investment clubs — are disclosed in public records. A distinguishing feature is the firm's structural opacity: it has sustained a continuous SEC registration since 2008 while avoiding any public disclosure of AUM, personnel, or named principals.

## Questions

### Who runs investment decisions at Valued Wealth Advisors?

The firm has not publicly named its principals or investment decision-makers in SEC filings or on its website. No names appear in its Form ADV or on interwisewealth.com.

### What is the firm's known posture on co-investments alongside external GPs?

There is no public record of Valued Wealth Advisors participating in co-investments, fund commitments, or direct private deals. The firm's disclosures describe a traditional wealth management and retirement planning practice rather than an institutional alternatives platform.

## Related profiles

- [Value Partners Investments](https://altss.com/profile/value-partners-investments)
- [Values Added Financial](https://altss.com/profile/values-added-financial)

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

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