← Tributary

INTERVEST INTERNATIONAL, INC.

COLORADO SPRINGS, CO · CRD 111516 · IAPD ↗ · 719-592-9299

$39.9MRegulatory AUM
16Advisory reps
16Employees
600Clients
1-10Planning clients
0Private funds
50States
3Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
April 2025 — INTERVEST INTERNATIONAL, INC. (COLORADO SPRINGS, CO) left the SEC roster (was $39.9M RAUM, 16 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
45
April 2024 — INTERVEST INTERNATIONAL, INC. reported RAUM down 46% ($74.4M -> $39.9M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
50
April 2024 — INTERVEST INTERNATIONAL, INC. shrank from 23 to 16 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.