# IVY WEALTH MANAGEMENT, INC.

IVY WEALTH MANAGEMENT, INC. of WEST WARWICK, RI is an SEC-registered investment adviser.

## Registration

- CRD: 164557
- Type: SEC-registered investment adviser
- SEC file number: 801-116706
- 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/164557/brochure
- Similar advisers: https://search.stillhousedata.com/firm/164557/similar
- Related entities: https://search.stillhousedata.com/firm/164557/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/164557

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.