Ivanoff Wealth Management Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Ivanoff Wealth Management provides discretionary asset management and complementary financial planning to individuals — including high‑net‑worth clients — as well as retirement plans, corporate and institutional investors and other registered investment advisors. The firm documents client goals and may complete financial plans at no additional cost, and it can implement portfolios directly or by engaging sub‑advisors or a co‑advisor.
Investment management is delivered largely through third‑party sub‑advisors and a formal co‑advisor relationship; the firm describes a due‑diligence process that evaluates managers on qualitative and quantitative factors and monitors models to keep them aligned with client objectives. Portfolios may include equity, fixed income and alternative exposures and are tailored to each client’s time horizon, objectives, risk tolerance and any client‑imposed restrictions.
Ivanoff is distinctive in operating with a relatively high client load per advisor (618 clients with two advisors listed), and in disclosing an affiliated insurance practice whose representatives may receive commission compensation and devote substantial time to insurance activities — a conflict the firm states it discloses and seeks to mitigate. The brochure also reports recent material changes (updated AUM and revised fee schedules) and describes a fee‑sharing/incentive arrangement with its co‑advisor that links advisor participation to AUM thresholds.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% annually $1,000,000.01 - $3,000,000: 0.80% annually $3,000,000.01 - $5,000,000: 0.60% annually $5,000,000.01 - $10,000,000: 0.50% annually $10,000,000.01 - $25,000,000: 0.40% annually $25,000,000.01+: 0.30% annually
Minimum fee: $5 Monthly Service Fee for direct asset management accounts; $15 Quarterly Service Fee for Co-Advisor accounts
Main office
6021 Katella Ave, Suite 125
Cypress CA 90630
Advisors at this office
3
Most active in
California · Tennessee
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Tiago M
Series 65
Cypress, CA
Ivanoff Wealth Management Inc.
Tiago Machry is a financial advisor at Ivanoff Wealth Management Inc. with one year of industry experience. He holds a Series 65 designation and has been involved in the auto sales business through Family First Auto Sales since 2014. Ivanoff Wealth Management provides discretionary asset management and financial planning services to individuals, high-net-worth clients, retirement plans, and other entities. The firm manages over $141 million in discretionary assets and employs a co-advisor program and sub-advisors to execute portfolio management across various asset classes.
Amber P
Series 65
Cypress, CA
Ivanoff Wealth Management Inc.
Amber Pavlovich is a financial advisor with Ivanoff Wealth Management Inc. in Cypress, CA, holding a Series 65 designation and one year of industry experience. Prior to joining Ivanoff Wealth Management, she was a homemaker for seven years. Ivanoff Wealth Management provides discretionary asset management and financial planning services to individuals—including high-net-worth clients—as well as retirement plans, corporate and institutional investors, and other registered investment advisors. The firm uses third-party sub-advisors and a co-advisor to implement tailored portfolios based on client objectives, risk tolerance, and time horizons.
Travis I
Series 65
Cypress, CA
Ivanoff Wealth Management Inc.
Travis Ivanoff is a financial advisor at Ivanoff Wealth Management Inc. with nine years of industry experience. He holds a Series 65 designation and has worked at Tucker Asset Management LLC and Ivanoff Wealth Management since 2017. Outside of advisory services, he is president of Travis Ivanoff Insurance Services Inc., where he sells insurance products. Ivanoff Wealth Management provides discretionary asset management and financial planning to individuals, retirement plans, corporate and institutional investors, and other registered investment advisors. The firm primarily uses third-party sub-advisors and co-advisors to manage portfolios tailored to client objectives and risk tolerance.
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