Ivory Wealth Management Inc.

Overview

Ivory Wealth Management Inc. is a small, independent registered investment adviser that serves individual and family clients with a fee model based on a percentage of assets under management. The firm combines advisory services — including financial planning and portfolio management for individuals, small businesses and institutions — with insurance brokerage capabilities. That insurance link influences how the firm uses insurance products, particularly annuities, as part of client solutions. Investment activity is tilted toward publicly traded equities, with a clear preference for exchange-traded instruments as the core of client portfolios. The firm appears to operate with a non-discretionary mandate across its client base, positioning itself to advise and construct portfolios while retaining client control over trade execution and final decisions. Ivory Wealth Management also accesses third-party alternative opportunities, primarily private placements, to supplement public market exposures for clients who qualify and are suited for illiquid strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices