IVORY WEALTH MANAGEMENT INC.

IVORY WEALTH MANAGEMENT INC. is an SEC-registered investment adviser (CRD 171422). Regulatory assets under management: $8.7M.

Registration

• CRD: 171422
• Type: Registered investment adviser
• Phone: 516-216-1790
• Latest filing: 2026-02-18
• Regulatory AUM: $8.7M
• Non-discretionary AUM: $8.7M
• Clients: 1
• Accounts: 29

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 171422 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search