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| Keyboard |
| Ivanoff Wealth Management Inc
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|---|---|
| CRD # | 325275 |
| SEC # | 801-132334 |
| CIK # | |
| AUM | 174.0 M (2026-06-15) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 714-262-1658 |
| Address | 6021 Katella Ave Cypress, CA 90630 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 603 | 94.0 |
| (b) Individuals (high net worth individuals) | 15 | 80.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 618 | 174.0 |
| By Discretionary | ||
| Discretionary | 618 | 174.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 618 | 174.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 174.0 | |
| Total | 618 | 174.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Echelons Capital LLC
✚
|
UT | 174.4 M |
|
ATX Financial Planning LLC
✚
|
TX | 174.3 M |
|
Rockhill Advisors LLC
✚
|
ID | 174.2 M |
|
Murphy & Mullick Capital Management Corp
✚
|
NY | 174.1 M |
|
Hanseatic Management Services Inc
✚
|
NM | 174.0 M |
|
Chancellor Wealth Management Inc
✚
|
GA | 174.0 M |
|
Servo Wealth Management LLC
✚
|
OK | 173.8 M |
|
Blakely Walters Wealth Management LLC
✚
|
AZ | 173.7 M |
|
RLB Financial LLC
✚
|
MO | 173.6 M |
|
Neuenschwander Asset Management LLC
✚
|
WI | 173.5 M |