IVANOFF WEALTH MANAGEMENT INC.

Overview

Ivanoff Wealth Management Inc. is an independent, individual-owned registered investment adviser that serves individual and family clients. The firm is organized as a corporation and is identified as a capital allocator that provides financial planning, portfolio management for individuals and small businesses, and selection of other advisers. Its fee arrangements include a percentage-of-AUM component and other fee types. The firm reports an affiliation with an insurance company and does not list itself as an active ESG investor. The ADV indicates the firm registered with the SEC in 2025. As an adviser that selects outside managers, Ivanoff Wealth Management operates both as a discretionary manager and as a coordinator of third-party strategies for client portfolios.

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Location & Offices