Ivanoff Wealth Management

Ivanoff Wealth Management

Ivanoff Wealth Management was founded in 2017 as a Texas-registered investment adviser anchored in Cypress, serving the northwestern suburbs of Houston. The firm's public record describes a practice built around retirement income modeling, estate planning, and integrated wealth management for individuals and high-net-worth families, with an operational footprint concentrated in the Greater Houston metropolitan area. The firm's strategy centers on retirement plan design and decumulation — constructing portfolios that generate predictable income streams rather than simply chasing total return. Service lines span investment management, Social Security claiming optimization, tax-aware withdrawal sequencing, and estate transfer planning, reflecting a holistic planning-first model. Geographic focus remains tightly bound to southeast Texas, serving professionals in energy, healthcare, and professional services sectors near the Houston metroplex. Ivanoff Wealth Management operates as a small-form registered investment adviser with no publicly disclosed AUM, team size, or institutional capital base. The firm maintains its primary office in Cypress, Texas, with no known additional locations. As a privately held practice founded in 2017, the firm has not announced partnerships, adjacent vehicles, or philanthropic structures in public filings. A structural differentiator is the firm's self-contained RIA architecture — operating without ties to a broker-dealer, wirehouse network, or institutional parent company. That independence, combined with a retirement-centric mandate, places the firm outside the standard accumulation-phase advisory template common among suburban wealth managers, though the small scale limits verification of execution.