CRD: 171422
Ivory Wealth Management Inc.
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Request a Free TrialFirm Details
- Custodian
- E*TRADE ยท Etrade
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 06-12-2014
- Office Locations
- 1
Office Locations
About Ivory Wealth Management Inc.
Ivory Wealth Management is a full-service wealth management firm providing financial planning, investment guidance, and insurance solutions for individuals and families, with a focus on retirement readiness and long-term financial security. The firm builds portfolios primarily using ETFs and operates a retail RIA practice led by founder James Ervin Parris III, with client assets custodied at E*TRADE.
Reported data analysis
What the numbers show
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 1 advisory representatives and 29 clients, or 29 clients per representative. That equates to $301.7K in reported AUM per client.
The profile lists 1 reported office location and 12 years in operation. The source data was last updated on February 18, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Ivory Wealth Management Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JAMES ERVIN PARRIS III
Chief Compliance Officer, Chief Executive Officer, Founder
- CRD
- #6277478
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $8,749,960 | -- |
| Total | $8,749,960 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Ivory Wealth Management Inc. has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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