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IVANOFF WEALTH MANAGEMENT INC.
CRD 325275File 801-132334
APPROVED
Retail clients
Disclosure events
Filing as of Sep 21, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$174.0M
Bottom 25% of cohort (national)
Discretionary AUM
$174.0M
Clients
618
618 accounts
Employees
3
Bottom 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Apr 4, 2025
- Principal office
- 6021 KATELLA AVE, SUITE 125, CYPRESS, CA, 90630
- Phone
- 714-262-1658
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $174.0M
- Discretionary AUM
- $174.0M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 618
- Non-discretionary accounts
- 0
- Total accounts
- 618
- AUM per client
- $282K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 15 | $80.0M |
| Individuals (other than high net worth individuals) | 603 | $94.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — REFERRAL FEES
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11D1
- Q11D2
- Q11D4
- Q11D5
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| May 1, 2026 | Clients | 657 | 618 | decreased by39 |
| May 1, 2026 | AUM | $154,648,750 | $173,968,647 | increased by$19,319,897 |
| May 1, 2026 | Accounts | 657 | 618 | decreased by39 |
| Mar 1, 2026 | Clients | 617 | 657 | increased by40 |
| Mar 1, 2026 | AUM | $141,426,717 | $154,648,750 | increased by$13,222,033 |
| Mar 1, 2026 | Accounts | 617 | 657 | increased by40 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 536 | 617 | increased by81 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $109,202,638 | $141,426,717 | increased by$32,224,079 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 500 | 617 | increased by117 |
| May 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “IVANOFF WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“IVANOFF WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.