Ivanoff Wealth Management Inc.
Ivanoff Wealth Management Inc. is an SEC-registered mass-market adviser in Cypress, CA with $174.0M assets under management (AUM, regulatory AUM), +59% over one year. See who owns Ivanoff Wealth Management Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 325275, SEC 801-132334, data through 2026-06-15.
- AUM (assets under management / regulatory AUM)
- $174.0M (2026-06-15)
- Firm type
- Mass-Market Adviser
- Location
- Cypress, CA
- Employees
- 3
- Clients
- 618
- CRD
- 325275
- Ownership
- Ivanoff, Travis, Marc
How much AUM does Ivanoff Wealth Management Inc. have?
Ivanoff Wealth Management Inc. reported $174.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-15).
Who owns Ivanoff Wealth Management Inc.?
Disclosed owners and executives of Ivanoff Wealth Management Inc. include Ivanoff, Travis, Marc. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.