IVANOFF WEALTH MANAGEMENT INC.
CRD #325275 SEC #801-132334 CYPRESS, CA 714-262-1658
SEC Registered Disclosures
Total AUM
$141.4M
Discretionary
$141.4M
Employees
3
Clients
51
Accounts
617
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $141.4M | $141.4M | $0 | 3 | 0 |
| Sep 2025 | $109.2M | $109.2M | $0 | 3 | 0 |
| Apr 2025 | $109.2M | $109.2M | $0 | 3 | 0 |
| Mar 2025 | $109.2M | $109.2M | $0 | 3 | 0 |
| Mar 2025 | $109.2M | $109.2M | $0 | 3 | 0 |
| Mar 2025 | $109.2M | $109.2M | $0 | 1 | 0 |
DateNov 2025
Total AUM$141.4M
Discretionary$141.4M
Non-Disc.$0
Employees3
Clients0
DateSep 2025
Total AUM$109.2M
Discretionary$109.2M
Non-Disc.$0
Employees3
Clients0
DateApr 2025
Total AUM$109.2M
Discretionary$109.2M
Non-Disc.$0
Employees3
Clients0
DateMar 2025
Total AUM$109.2M
Discretionary$109.2M
Non-Disc.$0
Employees3
Clients0
DateMar 2025
Total AUM$109.2M
Discretionary$109.2M
Non-Disc.$0
Employees3
Clients0
DateMar 2025
Total AUM$109.2M
Discretionary$109.2M
Non-Disc.$0
Employees1
Clients0