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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

INTERWEALTH MANAGEMENT, LLC

CRD 155597

SCOTTSDALE, AZ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ebca212f-bcae-226a-2ae1-1b646128074f

Data as of May 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:04 AM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 1
On other graphs: 0
Observed: Apr 22, 2019 to May 26, 2026
33 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $298MItem 5.F on the latest filing (2026-05-26); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $54.1M
Private client RAUM: $298MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $59.6Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 5
Advisory employees: 5
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 769
Individual clients: 202
High net worth clients: 76
SEC number: 801-116669
CRD: 155597
Filings on the tape: 33
First filed: Apr 22, 2019
Latest filed: May 26, 2026
Organised: Other (specify), AZ
Website: interwealthmgt.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
Garrett Ryan	n/a	SCOTTSDALE, AZ	7	10	n/a	no
DENIS J RYAN	n/a	SCOTTSDALE, AZ	4	35	3	no
JESSI RINGO ANDREWS	Certified Financial Planner	SCOTTSDALE, AZ \| DENVER, CO	3	21	4	no
LAUREN Ryan	Certified Financial Planner	SCOTTSDALE, AZ	2	11	1	no
Jeremiah Babatunde Imonode	n/a	SCOTTSDALE, AZ	1	11	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
RYAN, DENIS, J	MANAGING DIRECTOR	E	yes	01/2011	Apr 22, 2019	Aug 2, 2024
HODGESON, WHITNEY, ANNE	RELATIONSHIP MANANGER	Na	no	02/2016	Apr 22, 2019	Aug 2, 2024
Ryan, Garrett	Cco	Na	no	01/2019	Apr 22, 2019	Aug 2, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Centennial	Co	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 7 of 9

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 9, 2026	$298M	$54.1M	5	5	1	n/a	n/a
2024	Mar 4, 2025	$254M	$41.1M	5	4	1	n/a	n/a
2023	Mar 9, 2024	$210M	$27.0M	5	4	1	n/a	n/a
2022	Feb 22, 2023	$162M	$0	3	2	0	n/a	n/a
2021	Feb 2, 2022	$171M	$0	3	2	0	n/a	n/a
2020	Feb 17, 2021	$135M	$0	3	2	0	n/a	n/a
2019	Jan 17, 2020	$127M	$0	3	2	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	1	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$298M	$254M	17.5%	$162M	22.6%	5	5	1	1

Relationships

Registered with (6)

← Jeremiah Babatunde ImonodeAdvisorregistration: current employment
Jul 31, 2025 to presentfactForm ADV
← LAUREN RyanAdvisorregistration: current employment
Jan 18, 2024 to presentfactForm ADV
← JESSI RINGO ANDREWSAdvisorregistration: current employment
Jun 12, 2023 to presentfactForm ADV
← DENIS J RYANAdvisorregistration: previous registration
Apr 12, 2011 to Jan 5, 2022factForm ADV
← Garrett RyanAdvisorregistration: current employment
Jun 28, 2019 to presentfactForm ADV
← KEVIN TODD CANTERBURYAdvisorregistration: previous registration
May 6, 2011 to Sep 27, 2012factForm ADV

Controls (1)

← RYAN, DENIS, JOwnerMANAGING DIRECTOR, ownership code E, individual
Apr 22, 2019 to Aug 2, 2024factForm ADV

Owns (2)

← HODGESON, WHITNEY, ANNEOwnerRELATIONSHIP MANANGER, ownership code NA, individual
Apr 22, 2019 to Aug 2, 2024factForm ADV
← Ryan, GarrettOwnerCCO, ownership code NA, individual
Apr 22, 2019 to Aug 2, 2024factForm ADV

Dated events

Occurred
Apr 22, 2019
First Form ADV filing
Interwealth Management, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ebca212f-bcae-226a-2ae1-1b646128074f
First observed: Apr 22, 2019
Last observed: May 26, 2026 3 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

INTERWEALTH MANAGEMENT, LLC

CRD 155597

SCOTTSDALE, AZ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ebca212f-bcae-226a-2ae1-1b646128074f

Data as of May 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:04 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

Garrett Ryan

n/a

SCOTTSDALE, AZ

n/a

DENIS J RYAN

n/a

SCOTTSDALE, AZ

JESSI RINGO ANDREWS

Certified Financial Planner

SCOTTSDALE, AZ | DENVER, CO

LAUREN Ryan

Certified Financial Planner

SCOTTSDALE, AZ

Jeremiah Babatunde Imonode

n/a

SCOTTSDALE, AZ

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

RYAN, DENIS, J

MANAGING DIRECTOR

yes

01/2011

Apr 22, 2019

Aug 2, 2024

HODGESON, WHITNEY, ANNE

RELATIONSHIP MANANGER

02/2016

Apr 22, 2019

Aug 2, 2024

Ryan, Garrett

Cco

01/2019

Apr 22, 2019

Aug 2, 2024

City

State

Country

Employees

Also broker-dealer

Centennial

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 9, 2026

$298M

$54.1M

n/a

2024

Mar 4, 2025

$254M

$41.1M

n/a

2023

Mar 9, 2024

$210M

$27.0M

n/a

2022

Feb 22, 2023

$162M

n/a

2021

Feb 2, 2022

$171M

n/a

2020

Feb 17, 2021

$135M

n/a

2019

Jan 17, 2020

$127M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$298M

$254M

17.5%

$162M

22.6%