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Building 2IVY WEALTH MANAGEMENT, INC.

Map pinWEST WARWICK, RI
Phone401-681-4266
NotebookSEC #801-116706
Total AUM
$149.9M
Employees
8
Clients
325

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1350 DIVISION ROAD
SUITE 200
WEST WARWICK
RI 02893
United States
Operating Hours
9:00AM - 4:30PM
Monday - Friday
Phone
401-681-4266

ReceiptFinancials

Total AUM
$149.9M
Accounts
618
Discretionary
$78.6M
Accounts
572
Non-Discretionary
$71.3M
Accounts
46

ContactClients

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Individual Clients
254
AUM
$41.4M
HNW Individual Clients
23
AUM
$33.6M
Pension/Profit Sharing Plan Clients
47
AUM
$72.7M
Corporation or Business Clients
1
AUM
$2.1M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CTFLMANHRITX

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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