Scottsdale, AZ Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
InterWealth Management, LLC
Team
Firm-wide stats for InterWealth Management, LLC
About
InterWealth Management advises individuals, high net worth clients, trusts and closely held business owners on portfolio management and securities-based retirement planning, including retirement income planning, 401(k) and 529 accounts. The firm limits its services to advice that involves securities and does not provide standalone financial planning or consultations unrelated to securities.
Portfolios are built mainly with diversified mutual funds and ETFs, integrating existing holdings where appropriate and following a buy-and-hold approach with quarterly rebalancing and dividend reinvestment; the firm uses diagnostic questionnaires and continuous monitoring to align allocations with client risk tolerance and draws on research from Russell Investments, BlackRock and Morningstar. While the firm conducts daily reviews, it predominantly manages client assets on a non-discretionary basis and will accept discretionary authority on a selective basis.
Notable features that distinguish the firm from many peers are its primarily non-discretionary practice and its explicit exclusion of standalone financial planning, both of which are less common among similar team advisers. The adviser team brings experience from large custodians and asset managers and includes a member with recent military officer experience; the firm relies on client custodians (e.g., Fidelity, AssetMark), does not aggregate trades for clients, does not use soft-dollar arrangements, and does not vote client proxies.
Based on InterWealth Management, LLC
Expertise
Based on InterWealth Management, LLC
Location
8585 E Hartford Dr, Suite 108
Scottsdale AZ 85255
Advisors at this office
4
Advisors at this office
Jeremiah I
Series 65
Scottsdale, AZ
InterWealth Management, LLC
Jeremiah Imonode is a financial advisor at InterWealth Management, LLC in Scottsdale, AZ, holding a Series 65 credential with one year of industry experience. Prior to joining InterWealth, he served five years in the United States Army and five years at the United States Military Academy. InterWealth Management provides portfolio management and retirement-plan advice to individuals, high-net-worth clients, trusts, and closely held business owners. The firm emphasizes matching client risk tolerance through diagnostic questionnaires and continuous monitoring, typically implementing diversified mutual fund and ETF portfolios with a buy-and-hold approach and selective discretionary authority.
Denis R
Series 63, Series 65
Scottsdale, AZ
InterWealth Management, LLC
Denis Ryan is a financial advisor at InterWealth Management, LLC in Scottsdale, AZ, holding Series 63 and Series 65 licenses with 34 years of industry experience. He has been with InterWealth Management since 2010 and previously worked at Mutual Securities Inc from 2009 to 2021. InterWealth Management provides portfolio management and retirement-plan advice to individuals, high-net-worth clients, trusts, and closely held business owners. The firm emphasizes matching client risk tolerance through diagnostic questionnaires and continuous monitoring, typically implementing diversified mutual fund and ETF portfolios with a buy-and-hold strategy and selective tactical adjustments.
Lauren R
CFP®, Series 63, Series 66
Scottsdale, AZ
InterWealth Management, LLC
Lauren Ryan is a CFP® professional with six years of industry experience currently with InterWealth Management, LLC. Prior to joining InterWealth in 2024, she worked at The Vanguard Group for four years. She has a background that includes roles at Columbia University Athletics and Ursuline Academy. InterWealth Management advises individuals, high net worth clients, trusts, and closely held business owners on portfolio management and securities-based retirement planning. The firm primarily follows a non-discretionary, buy-and-hold investment approach using diversified mutual funds and ETFs, and it excludes standalone financial planning services.
Garrett R
Series 66
Scottsdale, AZ
InterWealth Management, LLC
Garrett Ryan is a financial advisor at InterWealth Management, LLC in Scottsdale, AZ, with nine years of industry experience. He holds a Series 66 designation and has worked at InterWealth Management since 2018, following prior roles at Mutual Securities, Inc. and Columbia University Facilities. InterWealth Management advises individuals, high net worth clients, trusts, and closely held business owners on portfolio management and securities-based retirement planning. The firm focuses on a primarily non-discretionary investment approach using diversified mutual funds and ETFs, and it excludes standalone financial planning services.
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