1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2IVANOFF WEALTH MANAGEMENT INC.

Map pinCYPRESS, CA
Phone714-262-1658
NotebookSEC #801-132334
Total AUM
$174M
Employees
3
Clients
618

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6021 KATELLA AVE
SUITE 125
CYPRESS
CA 90630
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
714-262-1658

ReceiptFinancials

Total AUM
$174M
Accounts
618
Discretionary
$174M
Accounts
618
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
603
AUM
$94M
HNW Individual Clients
15
AUM
$80M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
REFERRAL FEES

Shield checkCompliance

Disclosures
Other Regulator Denial/Suspension/RevocationOther Regulator False Statement/DishonestyOther Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
CATN

HandshakeAffiliates

View all affiliates →

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

Feature requires an account