CRD: 307398
Intellivest Wealth Management
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-01-1998
- Office Locations
- 1
Office Locations
About Intellivest Wealth Management
Intellivest Wealth Management is a Spartanburg/Boiling Springs, SC–based RIA serving individuals and families with financial and retirement planning, portfolio construction, trust investment management, and 1031 exchange investing. The team emphasizes asset allocation and active management and makes meaningful use of ETFs. Custody includes Charles Schwab, with in-person or online appointments.
Team overview
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Client Personas
Custodian
Investment Themes
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Owner & Executives
Ann Marie Dickey
Vice President, Wealth Management Advisor
- CRD
- --
- Ownership
- 50% but less than 75%
MICHAEL JAMES DICKEY
Chief Compliance Officer, President, Wealth Management Advisor
- CRD
- #6315085
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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Logan Martin Dickey
Private Wealth Manager
- CRD
- #6895521
Showing 1 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $52,855,578 | -- |
| Non-Discretionary | $873,861 | -- |
| Total | $53,729,439 | -- |
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Separately Managed Accounts
Total SMA Asset: $53,729,439
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $161,812,631 | 23.2% |
| Cash | $204,358,193 | 29.3% |
| Equity - OTC | $331,297,412 | 47.5% |
| Total | $697,468,236 | 100.0% |