Ivy League Financial Advisors LLC
Ivy League Financial Advisors LLC is an SEC-registered wealth manager in Rockville, MD with $188.7M assets under management (AUM, regulatory AUM), +25% over one year. See who owns Ivy League Financial Advisors LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 119145, SEC 801-66562, data through 2026-03-24.
- AUM (assets under management / regulatory AUM)
- $188.7M (2026-03-24)
- Firm type
- Wealth Manager
- Location
- Rockville, MD
- Employees
- 4
- Clients
- 103
- CRD
- 119145
- Ownership
- BROWN, CHRISTOPHER, NEAL
How much AUM does Ivy League Financial Advisors LLC have?
Ivy League Financial Advisors LLC reported $188.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-24).
Who owns Ivy League Financial Advisors LLC?
Disclosed owners and executives of Ivy League Financial Advisors LLC include BROWN, CHRISTOPHER, NEAL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.