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INTERACTIVE WEALTH ADVISORS, INCORPORATED

Advisory

PORTLAND, OR

Data as of Feb 10, 2026 · Source: SEC Form ADV

Rank in OR

#243

of 305 advisers by AUM

Average account

$407K

across 224 accounts

AUM per adviser

$46M

2 advisers

Source: SEC Form ADV. Figures as filed Feb 10, 2026.

Total AUM

$91M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$91M

Discretionary AUM$74M

Non-Discretionary AUM$18M

Discretionary %80.8%

Total Clients63

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InOR, TX, WA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

63 clients

33 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in OR

Closest by assets under management. All figures from Form ADV.

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EXECUTIVE INVESTMENT SERVICES, LLC

LAKE OSWEGO, OR

$92M

CASCADE INVESTMENT COUNSEL LLC

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