Intellivest Wealth Management

Intellivest Wealth Management (CRD# 307398) is a financial advisory firm headquartered in Boiling Springs, SC. They manage $36,524,319 in 281 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
3082 Old Furnace Road, Boiling Springs, SC 29316
https://www.facebook.com/intellivestlogandickey
By the Numbers
  • Total Assets Under Management
    37
    MILLION
  • Total Number of Accounts
    281
    ACCOUNTS
  • Average Account Value
    $129,980
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

GA, NC, SC, TX

Financial Advisors at Intellivest Wealth Management
Showing 1 - 2 of 2 top financial advisors.
1
Logan Dickey, financial advisor Boiling Springs SC
Logan M. Dickey
CRD#: 6895521
3082 Old Furnace Road, Boiling Springs, SC 29316

Logan Dickey (CRD# 6895521) is an Investment Advisor Representative working at Intellivest Wealth Management in Boiling Springs, SC and has over 6 years of experience in the finance industry.

2
Michael Dickey, financial advisor Boiling Springs SC
Michael J. Dickey
CRD#: 6315085
3082 Old Furnace Road, Boiling Springs, SC 29316

Michael Dickey (CRD# 6315085) is an Investment Advisor Representative working at Intellivest Wealth Management in Boiling Springs, SC and has over 9 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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