Ivy Wealth Management, Inc.

Ivy Wealth Management, Inc. (CRD# 164557) is a financial advisory firm headquartered in Warwick, RI. They manage $31,750,000 in 297 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    32
    MILLION
  • Total Number of Accounts
    297
    ACCOUNTS
  • Average Account Value
    $106,902
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT, MA, RI

Financial Advisors at Ivy Wealth Management, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Brad M. Ingegneri
CRD#: 4364810
931 Jefferson Blvd., Suite 1000, Warwick, RI 02886
96
Wealthminder
score

Brad Ingegneri (CRD# 4364810) is an Investment Advisor Representative working at Ivy Wealth Management, Inc. in Warwick, RI and has over 15 years of experience in the finance industry. Brad Ingegneri has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
John G. Edwards
CRD#: 5574548
931 Jefferson Blvd., Suite 1000, Warwick, RI 02886
93
Wealthminder
score

John Edwards (CRD# 5574548) is an Investment Advisor Representative working at Ivy Wealth Management, Inc. in Warwick, RI and has over 8 years of experience in the finance industry.

3
Mark D. Piccerelli
CRD#: 2201802
931 Jefferson Blvd., Suite 1000, Warwick, RI 02886
93
Wealthminder
score

Mark Piccerelli (CRD# 2201802) is an Investment Advisor Representative working at Ivy Wealth Management, Inc. in Warwick, RI and has over 24 years of experience in the finance industry.

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