Ivanoff Wealth Management Inc.

Ivanoff Wealth Management provides discretionary asset management and financial planning to individuals, high‑net‑worth clients, other registered investment advisors, retirement plans, and institutional clients. The firm delivers ongoing portfolio management and may prepare financial plans at no additional cost as part of its advisory services.

Ivanoff typically implements client portfolios through selected sub‑advisors and a co‑advisor relationship with Gradient Investments, maintaining discretion to hire, monitor, and replace those managers and to apply client‑imposed investment restrictions. Its oversight focuses on model selection and ongoing monitoring rather than sole in‑house active management, and it documents client goals and risk tolerances to tailor strategies.

The firm is distinctive for a high client load relative to its two advisors—more than 650 client relationships—and for an insurance affiliation: the president is a licensed insurance agent who spends a significant portion of time in that practice and receives external compensation for insurance sales, a conflict disclosed in the ADV. The ADV also discloses recent material changes, including an updated assets‑under‑management figure (about $154.6 million) and a new portfolio fee schedule, and the firm reports no account minimum and fully discretionary AUM.