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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.
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.
General information
Firm type
Bank / Wealth / Trust
Year founded
2017
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Cypress
Corporate office
Cypress, TX, United States
Sector focus
Frequently asked questions
Does Ivanoff Wealth Management operate as a fiduciary?
As a registered investment adviser, Ivanoff Wealth Management is subject to the Investment Advisers Act of 1940, which imposes a fiduciary duty on the firm in its dealings with advisory clients. The firm's structure as an independent RIA — rather than a broker-dealer affiliated practice — means it is not subject to the less stringent suitability standard that applies to broker-dealers. Clients should still confirm fiduciary status in the firm's Form ADV Part 2A, which registered advisers are required to provide.
How does the firm charge for its services?
The firm's compensation model is not publicly detailed beyond standard RIA structures, which typically include asset-based fees on managed accounts, flat retainer fees for comprehensive planning, or hourly consultation rates. Texas-registered RIAs serving individual clients commonly charge between 0.75% and 1.50% of assets under management annually, with sliding scales that reduce the rate as portfolio values increase, but specific Ivanoff Wealth Management fee schedules are not publicly available.
Who makes investment decisions at the firm?
The firm's public record does not identify named investment committee members or a chief investment officer. As a boutique RIA founded by Alexander Ivanoff, day-to-day investment and planning decisions likely rest with the founder operating as lead adviser. This is standard for small-form wealth management practices where the founding principal serves as portfolio manager and relationship manager simultaneously.
What types of clients does Ivanoff Wealth Management serve?
The firm's documented focus is on individuals and high-net-worth individuals, with a stated emphasis on retirement income planning. Given the Cypress location within the Greater Houston metropolitan area, the client base likely draws from professionals in energy, healthcare, and professional services sectors, though the firm has not published a specific client concentration breakdown or minimum account size.
Is Ivanoff Wealth Management affiliated with any broker-dealer or institutional parent?
Based on available public documentation, Ivanoff Wealth Management operates as an independent registered investment adviser with no disclosed broker-dealer affiliation, wirehouse relationship, or institutional parent company. That independence distinguishes it from hybrid RIAs and bank-trust wealth management arms, though the absence of a publicly available ADV filing means this cannot be independently verified without accessing the firm's regulatory disclosures.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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