Leila Shaver is a control person of Ivanoff Wealth Management and directly owns under 5% of it.
Ivanoff Wealth Management is an investment adviser based in Cypress, CA, registered with the SEC since 2025. It provides financial planning and investment management. Its clients include individual clients and high-net-worth individuals. Its regulatory assets under management total $174 million, as filed on 21 September 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 5764341
- Firm
- Ivanoff Wealth Management · CRD 325275
- Role
- Chief Compliance Officer
- In role since
- September 2026 · under a year
- Control person
- Yes
- Direct ownership
- Under 5%
- Firm headquarters
- Cypress, CA
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Leila Shaver work?
Leila Shaver has been Chief Compliance Officer of Ivanoff Wealth Management Inc. since September 2026, and is a control person of the firm.
How can I verify Leila Shaver’s record?
Leila Shaver’s role is listed on Ivanoff Wealth Management Inc.’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 325275.
