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IVESTA CORP

CRD 337603 · SEC 801-134671

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1230 AVENUE OF THE AMERICAS, NEW YORK, NY, 10023, United States

Phone

917-864-0407

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$82.0M

Discretionary AUM

$0

Team

2 total employees; 2 advisory reps

Clients

0

Fees

Percentage of AUM

Org form

Corporation

Filing date

2026-05-31

Disciplinary history

Yes

Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
Corporations/business entities1$82.0M

States served

NY

All web addresses on file

Official SEC filing: View on IAPD