Intellivest Wealth Management

INTELLIVEST WEALTH MANAGEMENT is a state-registered investment adviser in BOILING SPRINGS, SC. The firm manages $54 million in assets, $53 million on a...

Overview

INTELLIVEST WEALTH MANAGEMENT is a state-registered investment adviser in BOILING SPRINGS, SC. The firm manages $54 million in assets, $53 million on a discretionary basis. It has 2 employees and 2 investment advisers.

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General information

Firm type

RIA

How does Intellivest Wealth Management source proprietary deal flow?

No public information describes Intellivest Wealth Management's deal sourcing process. Without a disclosed strategy or portfolio, it is unclear whether the firm originates proprietary opportunities or relies on third-party managers. The firm's sourcing model remains undocumented in available sources.

Does Intellivest Wealth Management participate in fund commitments or only direct deals?

There is no public record of Intellivest Wealth Management making fund commitments, direct investments, or co-investments. The firm's investment vehicle preferences have not been disclosed, leaving its approach to fund v. direct deals unknown.

What investment stages does Intellivest Wealth Management typically target?

Intellivest Wealth Management's stage focus—whether venture, growth, buyout, or public equities—has not been publicly documented. No portfolio holdings, case studies, or marketing materials are available in credible sources to infer its stage preferences.

Which sectors does Intellivest Wealth Management explicitly avoid?

Public records do not list any sectors that Intellivest Wealth Management avoids. The firm has not published a negative screen or exclusionary criteria in accessible documents.

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