Ivanoff Wealth Management Inc.

Overview

Ivanoff Wealth Management Inc. is an independent registered investment adviser classified as a capital allocator serving individual and family clients. The firm is structured as a corporation owned by an individual and lists its advisory scope as financial planning, portfolio management for individuals and small businesses, and selection of other advisers. Its fee model includes a percentage-of-AUM component and other fee arrangements. Ivanoff reports it is not an active ESG investor. The firm is SEC-registered (registration year shown as 2025) and indicates a relationship with the insurance industry among its affiliations. Ivanoff operates as a capital allocator, which aligns with its use of third-party managers and external alternative fund managers.

Assets & Accounts

Public Holdings

Investments & Alternatives