| Name | Title | Ownership | Since |
|---|---|---|---|
| Travis Marc Ivanoff Control | Managing Member/Investment Advisor Representative/Chief Compliance Officer | Over 75% | 2023 |
Ivanoff Wealth Management Inc. reports $109.2 million in regulatory assets under management on its Form ADV.
Ivanoff Wealth Management Inc. reports 3 employees.
Ivanoff Wealth Management Inc. is based in Cypress, CA and has been SEC-registered since 2025.
Ivanoff Wealth Management Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 5252 Orange Ave, Suite 107, Cypress, CA 90630 |
| Phone | 714-262-1658 |
| Office hours | By Appointment Only |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | Yes |
| Discretionary | $109.2M |
| Non-discretionary | $0 |
| Total (RAUM) | $109.2M |