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IVORY WEALTH MANAGEMENT INC.

IVORY WEALTH MANAGEMENT INC

CRD 171422

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

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United States

Registration

— (—)

Source

State registered

Total AUM

$8.7M

Discretionary AUM

$0

Team

1 total employees; 1 advisory reps

Clients

26-50

Fees

Percentage of AUM

Org form

Corporation

Filing date

2026-02-18

Disciplinary history

No

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Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting

Client types

TypeClientsAUM
Individuals29$8.7M

All web addresses on file

Official SEC filing: View on IAPD