Interwise
24yrs
Top advisor by experience at Interwise
Interwise
Holladay, UT. Legal name: Valued Wealth Advisors, LLC
About the firm
A registered investment advisory firm based in Holladay, Utah. It manages about $370 million for roughly 307 individual clients. Services include financial planning, investment management for individuals and small businesses, investment management for businesses and institutions.
How they work
How they’re paid ?A percentage of the assets they manage; Hourly fees; Flat or fixed fees
Typical client size ?$997,144
Assets under management ?$370 million
Individual clients307
Median years of experience6
FoundedNot stated
Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Advisors at Interwise
5Advisors
6Median years of experience
1States with offices
–Offices
Also known as
Valued Wealth Advisors, LLC
About Interwise
How do I contact Interwise?
Call the main office at 801-484-6004. The main office is at 3115 East Lion Lane Suite 160, Holladay, UT 84121.
How is Interwise paid?
The firm reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask for your total yearly cost in dollars.
What services does Interwise offer?
Financial planning, Investment management for individuals and small businesses, Investment management for businesses and institutions, Retirement plan consulting, Choosing other investment managers.
How many advisors work at Interwise?
We list 5 advisors currently registered with the firm.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.