INTERACTIVE WEALTH ADVISORS

INTERACTIVE WEALTH ADVISORS of PORTLAND, OR is an SEC-registered investment adviser (CRD 167033). Regulatory assets under management: $91.3M.

Registration

• CRD: 167033
• Type: Registered investment adviser
• Location: 121 SW MORRISON ST.,, PORTLAND, OR, 97204
• Phone: 503-575-1953
• Latest filing: 2026-02-10
• Regulatory AUM: $91.3M
• Discretionary AUM: $73.7M
• Non-discretionary AUM: $17.5M
• Clients: 2
• Accounts: 224

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 167033 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search