# Ivory Wealth Management Inc.

> Ivory Wealth Management Inc. is a state-registered investment advisory firm, registered since 2014, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 18, 2026.

- CRD: 171422
- Filed as: IVORY WEALTH MANAGEMENT INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in New York
- Filing period: October 2026
- Form ADV filing dated: February 18, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/171422
- AdvisorCensus page: https://advisorcensus.com/firm/ivory-wealth-management-inc-171422

## Quick answers

**How is Ivory Wealth Management Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Ivory Wealth Management Inc. reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Ivory Wealth Management Inc. registered with the SEC or a state?**
Ivory Wealth Management Inc. is a state-registered investment advisory firm, registered since 2014. Status as filed: APPROVED. CRD 171422.

**How much does Ivory Wealth Management Inc. manage?**
Ivory Wealth Management Inc. reports $8,749,960 in regulatory assets under management in its Form ADV filing dated February 18, 2026 (0% discretionary).

**What types of clients does Ivory Wealth Management Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (29).

**Does Ivory Wealth Management Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/171422

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $8,749,960
- Discretionary: $0
- Non-discretionary: $8,749,960

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 29 | $8,749,960 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services

### Firm details
- Registered since: 2014 (12 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- ivorywealthmanagement.com
- ivorywm.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Ivory Wealth Management Inc. (CRD 171422): Form ADV filing data as of October 2026.