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Chief Compliance Officer · Ivanoff Wealth Management Inc.

Leila M. Shaver

CRD 5764341 · Named on Form ADV at 8 SEC-registered advisers

At a glance

Ivanoff Wealth Management Inc., an SEC-registered wealth manager based in Cypress, CA with $174 million in regulatory assets, lists Leila M. Shaver on its Form ADV as Chief Compliance Officer, a control person. The SEC filings also name Leila at 7 other registered advisers.

Firms and roles

AtlasMembers

Leila’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
8 firmsLocked
Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (16)

11 more people named with Leila on the same filings, with titles and firms. Free in Atlas with a free account.

See all 16 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Leila’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.