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IVANOFF WEALTH MANAGEMENT INC.

CRD 325275 · SEC 801-132334

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6021 KATELLA AVE, SUITE 125, CYPRESS, CA, 90630, United States

Phone

714-262-1658

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$174.0M

Discretionary AUM

$174.0M

Team

3 total employees; 3 advisory reps

Clients

251-500

Fees

Percentage of AUM; REFERRAL FEES

Org form

Corporation

Filing date

2026-06-15

Disciplinary history

Yes

Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
Individuals603$94.0M
High net worth individuals15$80.0M

States served

CA, TN

All web addresses on file

Official SEC filing: View on IAPD