IVY WEALTH MANAGEMENT, INC.
IVY WEALTH MANAGEMENT, INC. of WEST WARWICK, RI is an SEC-registered investment adviser (CRD 164557). Regulatory assets under management: $149.9M.
Registration
- CRD: 164557
- SEC file number: 801-116706
- Type: Registered investment adviser
- Location: 1350 DIVISION ROAD, SUITE 200, WEST WARWICK, RI, 02893
- Phone: 401-681-4266
- Latest filing: 2021-03-18
- Regulatory AUM: $149.9M
- Discretionary AUM: $78.6M
- Non-discretionary AUM: $71.3M
- Clients: 8
- Accounts: 618
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| INGEGNERI BRAD M | PRESIDENT AND CHIEF COMPLIANCE OFFICER; PRESIDENT, MEMBER | — |
| SADWIN TODD HEPNER | CHIEF COMPLIANCE OFFICER | — |
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