I
$8.7M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
29 ADV. Clients
11 yrs Firm Age
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- Custodian
- E*TRADE ยท Etrade
- Clients
- Retail
- Platforms
- OptimaCatalyst unison
- Established Date
- 06-12-2014
- Office Locations
- 1
Office Locations
-- Staten Island NY
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.
Team overview
-- AVG AGE
$8.7M AVG AUM / ADVISOR
$301.7K AVG AUM / CLIENT
5.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Atlas Optima
Custodian
Vertex north Timber ember Fusion vertex
Investment Themes
Signal Zenith
Investment Vehicles
Delta
Services
Timber Frontier prime Value bridge Vector catalyst Peak oak Horizon Glacier Ember harbor
Technology
Meridian Prime
Owner & Executives
J
JAMES ERVIN PARRIS III
Chief Compliance Officer, Chief Executive Officer, Founder
- CRD
- #6277478
- Ownership
- 75% or more
(575) 481-4576
timber.capital@beaconcapital.com
in linkedin.com/in/delta-insight
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Total AUM
Discretionary
Non-Discretionary
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
Total SMA Asset: $8,749,960
Equity - Exchange:
36.2% Cash:
63.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,282,529,823 | 36.2% |
| Cash | $4,022,801,181 | 63.8% |
| Total | $6,305,331,004 | 100.0% |