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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 filings submitted to the SEC

ADV Part 1ADV Part 2ADV Part 3ADV-W
ADV-W is a regulatory withdrawal filing.

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