Ivanoff Wealth Management Inc.

Overview

Ivanoff Wealth Management Inc. is an independent, corporation-form RIA that registered with the SEC in 2025. The firm is owned by an individual and positions itself as a capital allocator for individual and family clients. Its advisory services emphasize financial planning, discretionary portfolio management for individuals and small businesses, and the selection of external advisers. Fee arrangements include a percentage-of-AUM component and other fee types. The firm is not identified as an active ESG investor and maintains an industry affiliation with an insurance company. Although the adviser is not designated as a multi-state adviser in the source data, it maintains a presence in more than one state.

Assets & Accounts

Public Holdings

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Location & Offices