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IVANOFF WEALTH MANAGEMENT INC.

CYPRESS, CA · CRD 325275 · IAPD ↗ · ivanoffwealthmanagement.com · 714-262-1658

$174.0MRegulatory AUM
3Advisory reps
3Employees
0Clients
251-500Planning clients
0Private funds
2States
4Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
July 2026 — IVANOFF WEALTH MANAGEMENT INC. added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
25
March 2026 — IVANOFF WEALTH MANAGEMENT INC. changed its website from ivanoffinsights.com to ivanoffwealthmanagement.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
61
March 2026 — IVANOFF WEALTH MANAGEMENT INC. reports 251-500 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
60
December 2025 — IVANOFF WEALTH MANAGEMENT INC. reported RAUM up 30% ($109.2M -> $141.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
April 2025 — IVANOFF WEALTH MANAGEMENT INC. (CYPRESS, CA) is newly SEC-registered with $109.2M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.