IVANOFF WEALTH MANAGEMENT INC. of CYPRESS, CA is an SEC-registered investment adviser (CRD 325275). Regulatory assets under management: $174.0M. This firm reports disciplinary history on Form ADV.
Compensation: % of AUM, Other.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Travis Marc Ivanoff | MANAGING MEMBER/INVESTMENT ADVISOR REPRESENTATIVE/CHIEF COMPLIANCE OFFICER | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| — | regulatory | — | — | — |