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IVY WEALTH MANAGEMENT, INC.
IVY WEALTH MANAGEMENT, INC.
WEST WARWICK, Rhode Island
·
2 registered advisors
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CRD# 164557
SEC# 801-116706
0
401-681-4266
01
Firm Overview
AUM
$150M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at IVY WEALTH MANAGEMENT, INC.
2 registered advisors
Brad M Ingegneri
WEST WARWICK, Rhode Island
CRD# 4364810
Todd Hepner Sadwin
WEST WARWICK, Rhode Island
CRD# 6497631
05
Office Locations
WEST WARWICK, Rhode Island
2 advisors
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Data sourced from SEC Form ADV filings. IVY WEALTH MANAGEMENT, INC. (CRD# 164557) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.