INTELLIVEST WEALTH MANAGEMENT

Overview

Intellivest Wealth Management is an independent registered investment adviser operating as a corporation and run by an individual owner. The firm serves primarily individual and family clients, charging fees as a percentage of assets under management and offering financial planning, portfolio management for individuals and small businesses, and pension consulting services. Investment activity centers on equity exposure: the firm reports a clear preference for exchange-traded equities as its primary allocation vehicle. The firm is not an active ESG investor and is not registered as a multi-state adviser. Investment programs appear to be delivered on a discretionary basis for most clients, with a small portion of assets held non-discretionary. Intellivest uses third‑party fund managers for certain alternative exposures, and supplements equity sleeves with mutual funds where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices