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Ivanoff Wealth Management Inc.

Ivanoff Wealth Management Inc.. CRD 325275

Ivanoff Wealth Management Inc. logo

CRD: 325275

Ivanoff Wealth Management Inc.

Cypress, CA, 90630
7142621658
ivanoffinsights.com
$174.0M Total AUM
$174.0M Disc. AUM
-- 3Y CAGR
3 Employees
618 ADV. Clients
3 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
Matrix pathway
Established Date
05-31-2023
Office Locations
2

Office Locations

6021 Katella AVE Suite 125 Cypress CA
-- Clarksville TN

About Ivanoff Wealth Management Inc.

Ivanoff Wealth Management Inc. is a Cypress, CA RIA focused on retirement-oriented financial planning and portfolio construction, including ETFs, mutual funds, annuities, fixed income and real estate strategies, with insurance and estate-planning coordination. The team publishes weekly market commentary through the “Ivanoff Retirement Insights” radio show/podcast and custodians client assets primarily at Charles Schwab.

Team overview

31 AVG AGE
$58.0M AVG AUM / ADVISOR
$281.5K AVG AUM / CLIENT
1.8 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
3yrs Firm Age

Insights

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Asset Classes

Foundation vertex Pioneer

Custodian

Momentum timber Value meridian

Investment Themes

North Capital summit Oak wave North bridge North north

Investment Vehicles

Summit north Horizon meridian Alpha

Services

Zenith Pioneer element Vertex ridge Value atlas Zenith Frontier horizon

Technology

Zenith horizon

Owner & Executives

T

Travis Marc Ivanoff

Chief Compliance Officer, Independent Financial Advisor, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member, Partner

CRD
#6861827
Ownership
75% or more
(914) 858-6098
focus.bridge@fusioncapital.com
in linkedin.com/in/beacon-pioneer

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Contacts

T

Tiago Machry

--

CRD
#8035216
(502) 727-8287
fusion.optima@northcapital.com
in linkedin.com/in/foundation-north
A

Amber Renee Maxine Pavlovich

--

CRD
#8053395
(980) 620-9674
frontier.unison@atlascapital.com
in linkedin.com/in/matrix-wave

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
11-24-2025
04-14-2026
Category Assets AVG. Account size
Discretionary $173,968,647 $281,503
Non-Discretionary $0 --
Total $173,968,647 $281,503

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Separately Managed Accounts

Total SMA Asset: $173,968,647

$174.0M Total SMA
Public Funds:
31.8%
Equity - Exchange:
27.2%
Cash:
27.5%
Corporate - Investment Grade:
7.7%
U.S. Government/Agency:
5.8%
Asset class Assets Assets %
Public Funds $163,252,406 31.8%
Equity - Exchange $139,637,278 27.2%
Cash $141,177,395 27.5%
Corporate - Investment Grade $39,529,671 7.7%
U.S. Government/Agency $29,775,597 5.8%
Total $513,372,347 100.0%

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