{"url":"https://nivawealth.com/firms/ivanoff-wealth-management-325275","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/325275","regulatoryAum":173968647,"crd":"325275","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"6861827","suffix":null,"lastName":"Ivanoff","firstName":"Travis","middleName":"Marc"},{"crd":"8035216","suffix":null,"lastName":"Machry","firstName":"Tiago","middleName":null},{"crd":"8053395","suffix":null,"lastName":"Pavlovich","firstName":"Amber","middleName":"Renee Maxine"}],"total":3,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2025-04-11","regulatoryAum":109202638,"clients":536,"employees":3,"offices":1},{"filedOn":"2026-09-21","regulatoryAum":173968647,"clients":618,"employees":3,"offices":2}],"secFileNumber":"801-132334","legalName":"Ivanoff Wealth Management Inc.","displayName":"Ivanoff Wealth 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Katella Ave, Suite 125","city":"Cypress","headquarters":true}]},{"state":"Tennessee","offices":1,"addresses":[{"street":"2684 Townsend CT","city":"Clarksville"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"714-262-1658","stateRegisteredReps":3,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Other"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"251-500","assetMix":[{"label":"Exchange-traded equity securities","percent":31},{"label":"U.S. government/agency bonds","percent":2},{"label":"Investment grade corporate bonds","percent":5},{"label":"Securities issued by registered investment companies or business development companies","percent":56},{"label":"Cash and cash equivalents","percent":6}],"privateFunds":0},"sources":{"adv1FilingDate":"21 September 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/325275/PDF/325275.pdf","brochureDate":"14 April 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1041425","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Ivanoff Wealth Management have?","answer":"Ivanoff Wealth Management has 618 clients and manages $174 million for them, as of September 2026. They include 603 individual clients and 15 high-net-worth individuals.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 21 September 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Ivanoff Wealth Management offer?","answer":"Ivanoff Wealth Management provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Ivanoff Wealth Management charge?","answer":"Ivanoff Wealth Management charges 0.30%–1.00% a year for its Investment Advisory Fee. Each asset band is charged at its own rate. The fee is billed in arrears and is negotiable.","source":"ADV2A AND 2B SEC, filed 14 April 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Ivanoff Wealth Management use?","answer":"Ivanoff Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (El Paso, TX), with $174M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 21 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Ivanoff Wealth Management have?","answer":"Ivanoff Wealth Management has 3 investment adviser representatives registered with state securities authorities, out of 3 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Ivanoff Wealth Management invest in?","answer":"At the end of its last fiscal year, Ivanoff Wealth Management’s separately managed accounts held 56% registered funds (mutual funds, ETFs, BDCs), 31% exchange-traded equities, 6% cash and equivalents, 5% investment grade corporate bonds and 2% U.S. government and agency bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Ivanoff Wealth Management?","answer":"Ivanoff Wealth Management’s direct owner is Travis Ivanoff (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 21 September 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Ivanoff Wealth Management get paid?","answer":"Ivanoff Wealth Management is paid through a percentage of assets under management and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Ivanoff Wealth Management?","answer":"Ivanoff Wealth Management’s main office is at 6021 Katella Ave, Suite 125, Cypress, CA 90630. Its phone number is 714-262-1658. Its website is ivanoffwealthmanagement.com.","source":"Form ADV Part 1A, Item 1.F, filed 21 September 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}