RIA Intelligence

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
This firm has regulatory disclosures on file. View disclosures

Firm Details

Organization Type
Corporation
State of Formation
California
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Nov 24, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
Ivanoff, Travis, MarcIMANAGING MEMBER/INVESTMENT ADVISOR REPRESENTATIVE/CHIEF COMPLIANCE OFFICERE Control
Ivanoff, Travis, MarcIMANAGING MEMBER/INVESTMENT ADVISOR REPRESENTATIVE/CHIEF COMPLIANCE OFFICERE Control
Ivanoff, Travis, MarcIMANAGING MEMBER/INVESTMENT ADVISOR REPRESENTATIVE/CHIEF COMPLIANCE OFFICERE Control
Ivanoff, Travis, MarcIMANAGING MEMBER/INVESTMENT ADVISOR REPRESENTATIVE/CHIEF COMPLIANCE OFFICERE Control
Ivanoff, Travis, MarcIMANAGING MEMBER/INVESTMENT ADVISOR REPRESENTATIVE/CHIEF COMPLIANCE OFFICERE Control
Ivanoff, Travis, MarcIMANAGING MEMBER/INVESTMENT ADVISOR REPRESENTATIVE/CHIEF COMPLIANCE OFFICERE Control

Registrations

Federal

IA
Nov 24, 2025 REGISTERED

Notice Filings (2)

CA TN

Address

6021 KATELLA AVE
SUITE 125
CYPRESS, CA 90630
United States
Phone: 714-262-1658