INTELLIVEST WEALTH MANAGEMENT

INTELLIVEST WEALTH MANAGEMENT of BOILING SPRINGS, SC is an SEC-registered investment adviser (CRD 307398). Regulatory assets under management: $53.7M.

Registration

• CRD: 307398
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 307398 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search