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Travis Marc Ivanoff

Managing Member/Investment Advisor Representative/Chief Compliance OfficerIvanoff Wealth Management Inc.CRD 6861827

About Travis Marc Ivanoff

Travis Marc Ivanoff is listed as Managing Member/Investment Advisor Representative/Chief Compliance Officer at Ivanoff Wealth Management Inc. in Cypress, CA. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Ivanoff Wealth Management Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Travis Marc Ivanoff work?

Travis Marc Ivanoff is listed as Managing Member/Investment Advisor Representative/Chief Compliance Officer at Ivanoff Wealth Management Inc. on SEC Form ADV.

How much of Ivanoff Wealth Management Inc. does Travis Marc Ivanoff own?

Form ADV reports a beneficial ownership band of Over 75%.

Ivanoff Wealth Management Inc.

TitleManaging Member/Investment Advisor Representative/Chief Compliance Officer
OwnershipOver 75%
Control personYes
Since2023
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