# Ivanoff Wealth Management

Ivanoff Wealth Management is a Bank / Wealth / Trust based in Cypress, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Cypress, United States
- **Region:** North America
- **Address:** Cypress, TX, United States
- **Founded:** 2017
- **Assets under management:** Undisclosed
- **Website:** ivanoffwealthmanagement.com
- **LinkedIn:** https://www.linkedin.com/company/ivanoff-advisors

## Regulatory record

- **CRD number:** 325275
- **SEC file number:** 801-132334
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-04-14T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/325275

## About

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.

## Sectors

- Private Wealth

## 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.

### 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.

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Last updated: 2026-06-03T20:00:00.000Z

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