# IVANOFF WEALTH MANAGEMENT INC.

IVANOFF WEALTH MANAGEMENT INC. of CYPRESS, CA is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 325275
- Type: SEC-registered investment adviser
- SEC file number: 801-132334
- Location: 6021 KATELLA AVE, SUITE 125, CYPRESS, CA, 90630
- Phone: 714-262-1658
- Latest filing: 2026-06-15
- Regulatory AUM: $174.0M
- Discretionary AUM: $174.0M
- Clients: 3
- Accounts: 618

## Business model

- Compensation: % of AUM, Other
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| Travis Marc Ivanoff | MANAGING MEMBER/INVESTMENT ADVISOR REPRESENTATIVE/CHIEF COMPLIANCE OFFICER | — |


## Disclosures (9)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| — | regulatory | — | — | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/325275/brochure
- Similar advisers: https://search.stillhousedata.com/firm/325275/similar
- Related entities: https://search.stillhousedata.com/firm/325275/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/325275

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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.