IVY WEALTH MANAGEMENT, INC.
CRD #164557 SEC #801-116706 WEST WARWICK, RI 401-681-4266
SEC Registered
Total AUM
$149.9M
Discretionary
$78.6M
Employees
8
Clients
1
Accounts
618
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2021 | $149.9M | $78.6M | $71.3M | 8 | 0 |
| Jul 2020 | $142.1M | $78.2M | $63.9M | 8 | 0 |
| Jun 2020 | $142.1M | $78.2M | $63.9M | 8 | 0 |
| May 2020 | $142.1M | $78.2M | $63.9M | 8 | 0 |
| Mar 2020 | $142.1M | $78.2M | $63.9M | 8 | 0 |
| Dec 2019 | $130.9M | $71.2M | $59.8M | 8 | 0 |
| Nov 2019 | $130.9M | $71.2M | $59.8M | 8 | 0 |
| Sep 2019 | $130.9M | $71.2M | $59.8M | 8 | 0 |
| Sep 2019 | $130.9M | $71.2M | $59.8M | 8 | 0 |
| Apr 2019 | $130.9M | $71.2M | $59.8M | 8 | 0 |
DateMar 2021
Total AUM$149.9M
Discretionary$78.6M
Non-Disc.$71.3M
Employees8
Clients0
DateJul 2020
Total AUM$142.1M
Discretionary$78.2M
Non-Disc.$63.9M
Employees8
Clients0
DateJun 2020
Total AUM$142.1M
Discretionary$78.2M
Non-Disc.$63.9M
Employees8
Clients0
DateMay 2020
Total AUM$142.1M
Discretionary$78.2M
Non-Disc.$63.9M
Employees8
Clients0
DateMar 2020
Total AUM$142.1M
Discretionary$78.2M
Non-Disc.$63.9M
Employees8
Clients0
DateDec 2019
Total AUM$130.9M
Discretionary$71.2M
Non-Disc.$59.8M
Employees8
Clients0
DateNov 2019
Total AUM$130.9M
Discretionary$71.2M
Non-Disc.$59.8M
Employees8
Clients0
DateSep 2019
Total AUM$130.9M
Discretionary$71.2M
Non-Disc.$59.8M
Employees8
Clients0
DateSep 2019
Total AUM$130.9M
Discretionary$71.2M
Non-Disc.$59.8M
Employees8
Clients0
DateApr 2019
Total AUM$130.9M
Discretionary$71.2M
Non-Disc.$59.8M
Employees8
Clients0