RIA Intel›Advisers›New York›IVORY WEALTH MANAGEMENT INC

IVORY WEALTH MANAGEMENT INC

Advisory

NY

Data as of Feb 18, 2026 · Source: SEC Form ADV

Rank in NY

#5,311

of 5,722 advisers by AUM

Average account

$302K

across 29 accounts

AUM per adviser

$9M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 18, 2026.

Total AUM

$9M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$9M

Discretionary AUM$0

Non-Discretionary AUM$9M

Discretionary %0%

Total Clients29

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InNY

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

29 clients

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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RBC ALTERNATIVE ASSET MANAGEMENT INC.

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TINICUM VENTURE PARTNERS LLC

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