Ivanoff Wealth Management Inc.
● SEC registered since 2025CRD 325275SEC# 801-132334Cypress, CA
Reg. AUM
$174M
Employees
3
Accounts
618
Location
Cypress, CA
About Ivanoff Wealth Management
Ivanoff Wealth Management provides wealth management, retirement income planning, estate planning, Social Security maximization, and long-term care solutions. It emphasizes customized retirement roadmaps, personalized service, and enduring client relationships.
Summary based on the firm’s website.
Ivanoff Wealth Management Inc. assets under management
Ivanoff Wealth Management Inc. is a registered investment adviser overseen by the SEC based in Cypress, CA. The firm has been registered since 2025. It reports $174 million in regulatory assets under management and employs 3 people.
Ivanoff Wealth Management Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Leila Mehrizi Shaver Control | Chief Compliance Officer | Under 5% | 2026 |
| Travis Marc Ivanoff Control | Managing Member/Investment Advisor Representative | Over 75% | 2023 |
Frequently asked questions
How much does Ivanoff Wealth Management Inc. manage?
Ivanoff Wealth Management Inc. reports $174 million in regulatory assets under management on its Form ADV.
How many employees does Ivanoff Wealth Management Inc. have?
Ivanoff Wealth Management Inc. reports 3 employees.
Where is Ivanoff Wealth Management Inc. located?
Ivanoff Wealth Management Inc. is based in Cypress, CA and has been SEC-registered since 2025.
Does Ivanoff Wealth Management Inc. disclose fund performance?
Ivanoff Wealth Management Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 6021 Katella Ave, Suite 125, Cypress, CA 90630 |
| Phone | 714-262-1658 |
| Office hours | By Appointment Only |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$174M▲ 59%
Mar '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 79%
Larger than 21% of 16,369 advisers
EmployeesTop 77%
More than 23% of 16,804 advisers
Assets under management
$174Mregulatory AUM
Discretionary $174M