Travis Ivanoff has been Managing Member/Investment Advisor Representative of Ivanoff Wealth Management since February 2023, is a control person of the firm and directly owns 75% or more of it.
Ivanoff Wealth Management Inc. is a Cypress, CA firm with $174M under management, 618 clients and 3 advisers across 2 offices, as of its September 2026 filing.
Travis Ivanoff is Investment Advisor Representative of Ivanoff Wealth Management Inc. He founded the firm to provide clients with a deeper understanding of investment strategies. Ivanoff has been licensed in the insurance industry for over 16 years and grew up in the retirement planning industry, following in his father's footsteps.
Travis Ivanoff’s longest registration is the current one, 9 years at Tucker Asset Management LLC since 2017.
- – present · 3 yearsCypress, CA · Adviser representative · Firm CRD 325275
- Tucker Asset Management LLCAlso current– present · 9 yearsCypress, CA · Adviser representative · Firm CRD 174844
Investment adviser representative registrations
Travis Ivanoff is registered as an investment adviser representative in California, since September 2017.
- CaliforniaSince 22 September 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 14 July 2017 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Travis Marc Ivanoff
- CRD
- 6861827
- Firm
- Ivanoff Wealth Management · CRD 325275
- Role
- Managing Member/Investment Advisor Representative
- Office
- 6021 KATELLA AVE, SUITE 125, Cypress, CA 90630
- Registration
- Investment adviser registration
- In the industry since
- September 2017
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- ivanoffwealthmanagement.com
Where does Travis Ivanoff work?
Travis Ivanoff has been Managing Member/Investment Advisor Representative of Ivanoff Wealth Management Inc. since February 2023, and is a control person of the firm.
Is Travis Ivanoff a financial advisor?
Yes. Travis Ivanoff has a current investment-adviser registration in California, through Ivanoff Wealth Management since May 2023.
How many years of experience does Travis Ivanoff have?
Travis Ivanoff has 9 years in the financial industry, since September 2017, across 2 adviser firms.
What exams has Travis Ivanoff passed?
Travis Ivanoff passed the Series 65 in July 2017.
Where is Travis Ivanoff based?
Travis Ivanoff’s registered office is in Cypress, CA.
Is Travis Ivanoff registered with FINRA?
No. Travis Ivanoff has no current broker registration.
How can I verify Travis Ivanoff’s record?
Search CRD 6861827 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Travis Ivanoff’s full registration record.