Ivanoff Wealth Management Inc.

RIASEC Registered
Total AUM
$174M
Discretionary
$174M
100% of AUM
Avg account
$282K
Accounts
618
Employees
3
Advisory reps
4

Firm details

Headquarters
Cypress, California
CRD number
325275
Registered since
April 4, 2025
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Other
Client types
  • Individuals54.03%
  • HNWI45.97%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Ivanoff Wealth Management Inc. is an independent, corporation-form RIA that registered with the SEC in 2025. The firm is owned by an individual and positions itself as a capital allocator for individual and family clients. Its advisory services emphasize financial planning, discretionary portfolio management for individuals and small businesses, and the selection of external advisers. Fee arrangements include a percentage-of-AUM component and other fee types. The firm is not identified as an active ESG investor and maintains an industry affiliation with an insurance company. Although the adviser is not designated as a multi-state adviser in the source data, it maintains a presence in more than one state.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 56%, Exchange Traded Equities 31%, Cash & Cash Equivalents 6%, Investment Grade Corp Bonds 5%, US Government Bonds 2%56%
  • Public Funds/Mutual Funds56%
  • Exchange Traded Equities31%
  • Cash & Cash Equivalents6%
  • Investment Grade Corp Bonds5%
  • US Government Bonds2%

Owners & executives

2 of 2
  • Travis Ivanoff

    Travis Ivanoff

    CEOCRD 6861827

  • Leila Shaver

    Chief Compliance OfficerCRD 5764341

Contacts

2 of 2
  • Tiago Machry

    Investment Advisor RepresentativeCRD 8035216

  • Amber Pavlovich

    Amber Pavlovich

    New Business ManagerCRD 8053395

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Cypress, CA

Orange

Location

Cypress, CA

Headquartered in Cypress, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Orange
Address
6021 Katella Ave
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth