RIA Intel›Advisers›South Carolina›INTELLIVEST WEALTH MANAGEMENT CORPORATION

INTELLIVEST WEALTH MANAGEMENT CORPORATION

Advisory

BOILING SPRINGS, SC

Data as of Mar 20, 2026 · Source: SEC Form ADV

Rank in SC

#174

of 188 advisers by AUM

Average account

$172K

across 313 accounts

AUM per adviser

$27M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 20, 2026.

Total AUM

$54M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$54M

Discretionary AUM$53M

Non-Discretionary AUM$874K

Discretionary %98.4%

Total Clients351

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InFL, GA, IN, NC, SC, TX

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

351 clients

10 high-net-worth

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

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

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