SourcingSourcing

INTERWEALTH MANAGEMENT, LLC

C40
CRD 155597·SEC 801-116669·SCOTTSDALE, AZ
AUM
$298.0M
$100M-$500M
Est. Revenue
$3.0M
@ 1% on AUM
Est. EBITDA
$894K
@ 30% margin
Est. Deal Value
$7.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
INTERWEALTH MANAGEMENT, LLC
CRD
155597
SEC file #
801-116669
EIN
—
DBA names
—

Economics

AUM
$298.0M
AUM band
$100M-$500M
AUM trajectory
'20'26
$110.0M → $298.0M▲ +171%
Client mix
Individuals Other202
Individuals High Net Worth76

Operations

Employees (total)
5
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'20'26
2 advisors → 5 advisors▲ +150%
Primary office
SCOTTSDALE AZ
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Portfolio mgmt — individuals
Fee basis
% of AUM

Filings

Latest ADV filing
04/09/2026
ADV-W filed at
—
Website
interwealthmgt.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
RYAN, DENIS, J
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
RYAN, DENIS, J
Ryan, Garrett
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
INTERWEALTHMGT.COM
Rdap Domain Creation Date
2010-08-03T18:32:53Z
Rdap Firm Age Years
16
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
5
Bc Firm IAR Count
5
Custodian Candidates
Full
Fidelity4
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2029-08-03T18:32:53Z
Rdap Domain Last Changed
2024-08-04T11:32:07Z
Rdap Nameservers
Ns03.domaincontrol.comNs04.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
2087246
Trust Company Affiliate
No

People (5)

5
RYAN, DENIS, J
IAR · Direct Owner · 87.5%
2087246
Ryan, Garrett
IAR · Executive Officer · 2.5%
6838657
JESSI RINGO ANDREWS
IAR
4805276
Jeremiah Babatunde Imonode
IAR
8097293
LAUREN Ryan
IAR
7172609