# INTELLIVEST WEALTH MANAGEMENT

INTELLIVEST WEALTH MANAGEMENT of BOILING SPRINGS, SC is an SEC-registered investment adviser.

## Registration

- CRD: 307398
- Type: SEC-registered investment adviser
- Location: 3082 OLD FURNACE ROAD, BOILING SPRINGS, SC, 29316
- Phone: 864-598-0000
- Latest filing: 2026-03-20
- Regulatory AUM: $53.7M
- Discretionary AUM: $52.9M
- Non-discretionary AUM: $874K
- Clients: 2
- Accounts: 313

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Pensions

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/307398/brochure
- Similar advisers: https://search.stillhousedata.com/firm/307398/similar
- Related entities: https://search.stillhousedata.com/firm/307398/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/307398

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.