DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Interwise
Legal name Valued Wealth Advisors, LLC
Latest filing Mar 25, 2026
First filing on the tape Sep 27, 2021 · 16 filings
SEC status approved since Oct 27, 2021
RAUM
$370M
reported, Item 5.F
Discretionary
93%
of RAUM
Private clients
83%
$306M individuals and HNW
Advisors
5
registered through the firm on IAPD
RAUM per advisor
$73.9M
derived; firm RAUM over IAPD count
Employees
10
5 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
16 filings and snapshots on the tape
RAUM$370M as of Mar 25, 2026
Jan 27, 2022$103M then
HNW client RAUM$277M as of Mar 25, 2026
Jan 27, 2022$94.0M then
State-registered IARs (5.B.3)6 as of Mar 25, 2026
Jan 27, 20222 then
Employees (5.A)10 as of Mar 25, 2026
Jan 27, 20223 then
Private funds: no history
RAUM +35% over the last fiscal year+27% a year over threeIARs 5 to 6
Practice profile
derived from the filing of Mar 25, 2026; every figure names its basis
Archetypes, each a printed rule
- Retirement plan adviser · pension consulting activity (Item 5.G.6) and pension plans at least 25 percent of RAUM or at least 25 pension-plan clients
- RAUM per advisor
- $73.9MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 61derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $1.9MderivedHNW RAUM over HNW clients
- Average account
- $350,778derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 93%derivedof RAUM
- Institutional
- 17%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 2.0derivedItem 5.A over advisors
- Advisors per office
- 5.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +35%derivedbetween the last two annual amendments
- Advisor growth, one year
- +20%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +12%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, selection of other advisersreportedItem 5.G
- Custody
- $298M, 242 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$277M75%
- Pension and profit-sharing plans$58.8M16%
- Individuals$29.4M8.0%
- Charitable organizations$4.8M1.3%
- Individual clients
- 158reported
- HNW clients
- 149reported
- Pension plan clients
- 26reported
- Charitable clients
- 1reported
- Accounts
- 1,054reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- $298M for 242 clientsreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.83 fund_share=0.0 institutional_share=0.17 related_bd=true related_bank=false bd_reps=4.0derived
Advisors registered through the firm
5 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Richard Lee Wagner | Holladay, Ut | Oct 27, 2021 | 24 y | 5 |
| Matthew Nielsen Walker | Holladay, Ut | Oct 27, 2021 | 19 y | 1 |
| Taylor Wagner | Holladay, Ut | Oct 27, 2021 | 13 y | 1 |
| Parker Jenkins Wagner | Holladay, Ut | Nov 30, 2022 | 11 y | 1 |
| Cesily Vandersteen Tippetts | Holladay, Ut | Jul 22, 2025 | 11 y | 0 |
Advisor movement
1 left, 0 joined in 12 months
net -1 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 20% of current headcount1 left over 36 months
Left, latest
- Talon Bryce Pitchforth to Q2 FinancialMay 22, 2026 · RIA to a state-registered adviser
Joined, latest
- Talon Bryce Pitchforth from Charles Schwab & Co., Inc.Aug 8, 2024 · Affiliated broker-dealer or bank to independent RIA
- Parker Jenkins Wagner from Independent Financial Group, LLCNov 30, 2022 · Affiliated broker-dealer or bank to independent RIA
- Richard Lee Wagner from Independent Financial Group, LLCOct 27, 2021 · Other
- Matthew Nielsen Walker from Independent Financial Group, LLCOct 27, 2021 · Other
- Taylor Wagner from Independent Financial Group, LLCOct 27, 2021 · Other
Teams: two or more advisors moving together within fourteen days, from one state
- 4 joined from Independent Financial Group, LLCJul 17, 2023 · Holladay, Ut
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Taylor Wagner · Chief Compliance Officercontrolsince 10/2021 · owns less than 5%
- Lee Richard Wagner · Presidentcontrolsince 02/2008 · owns 75% or more of Balanced Advisors, Inc.
- Jenkins Parker Wagner · General Partnersince 01/2024 · owns F of Balanced Advisors, Inc.
- Taylor Wagner · General Partnersince 01/2024 · owns F of Balanced Advisors, Inc.
Entity owners
- Balanced Advisors, Inc. · Memberdirect · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Holladay, Ut · principal | 5 | 0 | 1 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- RAUM up 25 %Change between filings · filing Mar 25, 2026RAUM (Item 5.F) moved from $273,227,968 to $369,719,795 (+35.0%) between the annual amendments of 2025-03-12 and 2026-03-25; the peer median change was +15.0% (4551 comparable advisers, 90.0th percentile of changes)peers: independent wealth managers, $100M to $500M (4,551) · 90% percentile
What changed
consecutive filings, newest first
- Accounts · 960 to 1,054Oct 6, 2025 to Mar 25, 2026
- Advisory employees · 4 to 5Oct 6, 2025 to Mar 25, 2026
- HNW clients · 135 to 149Oct 6, 2025 to Mar 25, 2026
- Individual clients · 140 to 158Oct 6, 2025 to Mar 25, 2026
- Pension plan clients · 22 to 26Oct 6, 2025 to Mar 25, 2026
- Assets in custody · $150M to $298MOct 6, 2025 to Mar 25, 2026
- State-registered IARs · 5 to 6Oct 6, 2025 to Mar 25, 2026
- Discretionary RAUM · $257M to $343MOct 6, 2025 to Mar 25, 2026
- HNW RAUM · $196M to $277MOct 6, 2025 to Mar 25, 2026
- Individual RAUM · $24.2M to $29.4MOct 6, 2025 to Mar 25, 2026
- Non-discretionary RAUM · $16.4M to $27.0MOct 6, 2025 to Mar 25, 2026
- Pension RAUM · $48.1M to $58.8MOct 6, 2025 to Mar 25, 2026
- RAUM · $273M to $370MOct 6, 2025 to Mar 25, 2026
- Financial planning clients · 0 to 0Jul 21, 2025 to Oct 6, 2025
- Accounts · 936 to 960Jun 5, 2024 to Mar 12, 2025
- Advisory employees · 3 to 4Jun 5, 2024 to Mar 12, 2025
- BD registered reps · 3 to 4Jun 5, 2024 to Mar 12, 2025
- HNW clients · 118 to 135Jun 5, 2024 to Mar 12, 2025
- Individual clients · 130 to 140Jun 5, 2024 to Mar 12, 2025
- Pension plan clients · 23 to 22Jun 5, 2024 to Mar 12, 2025
- Assets in custody · $116M to $150MJun 5, 2024 to Mar 12, 2025
- Employees · 4 to 10Jun 5, 2024 to Mar 12, 2025
- State-registered IARs · 4 to 5Jun 5, 2024 to Mar 12, 2025
- Discretionary RAUM · $215M to $257MJun 5, 2024 to Mar 12, 2025
- HNW RAUM · $165M to $196MJun 5, 2024 to Mar 12, 2025
- Individual RAUM · $17.8M to $24.2MJun 5, 2024 to Mar 12, 2025
- Non-discretionary RAUM · $15.0M to $16.4MJun 5, 2024 to Mar 12, 2025
- Pension RAUM · $43.7M to $48.1MJun 5, 2024 to Mar 12, 2025
- RAUM · $230M to $273MJun 5, 2024 to Mar 12, 2025
- Accounts · 812 to 936Oct 13, 2023 to Mar 5, 2024
- Advisory employees · 4 to 3Oct 13, 2023 to Mar 5, 2024
- HNW clients · 80 to 118Oct 13, 2023 to Mar 5, 2024
- Individual clients · 95 to 130Oct 13, 2023 to Mar 5, 2024
- Pension plan clients · 12 to 23Oct 13, 2023 to Mar 5, 2024
- Assets in custody · $45.7M to $116MOct 13, 2023 to Mar 5, 2024
- Discretionary RAUM · $170M to $215MOct 13, 2023 to Mar 5, 2024
- HNW RAUM · $131M to $165MOct 13, 2023 to Mar 5, 2024
- Individual RAUM · $15.9M to $17.8MOct 13, 2023 to Mar 5, 2024
- Non-discretionary RAUM · $10.8M to $15.0MOct 13, 2023 to Mar 5, 2024
- Pension RAUM · $31.3M to $43.7MOct 13, 2023 to Mar 5, 2024
Signals
3 dated events
- Talon Bryce Pitchforth left Interwise for Q2 Financial (registered 2026-03-31)May 22, 2026 · Advisor changed firm · fact
- 4 advisors left Independent Financial Group, LLC (Holladay, UT) for Interwise on the same dayJul 17, 2023 · Team lift-out · derived
- Valued Wealth Advisors, Llc filed its initial SEC registration (Form ADV)Sep 27, 2021 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 801-484-6004reportedpublished by the firm, firm site, Sep 15, 2026
- Firm profile
- linkedin.com/company/interwisewealthreportedpublic record, Form ADV, Sep 17, 2026
- Website
- INTERWISEWEALTH.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 801-484-6004reportedpublic record, Form ADV, Mar 25, 2026
- Team page
- INTERWISEWEALTH.COM/our-teamreportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $73.9Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026