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INTELLIVEST WEALTH MANAGEMENT
INTELLIVEST WEALTH MANAGEMENT CORPORATION
CRD 307398
3082 OLD FURNACE ROAD, BOILING SPRINGS, SC, 29316, United States
Phone
864-598-0000
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$53.7M
Discretionary AUM
$52.9M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 341 | $45.6M |
| High net worth individuals | 10 | $8.1M |
All web addresses on file
- https://www.facebook.com/intellivestLoganDickey
- https://www.linkedin.com/in/michaeldickeyfa/
- https://www.facebook.com/intellivestLoganDickey
- https://www.facebook.com/intellivestwmmichaeldickey/
- https://intellivestwm.com
- https://www.linkedin.com/in/logan-dickey/
- https://www.facebook.com/intellivestwmmichaeldickey/
Official SEC filing: View on IAPD