← Directory
IVANOFF WEALTH MANAGEMENT INC.
CRD 325275File 801-132334
APPROVED
Retail clients
Disclosure events
Filing as of Jun 15, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.