Rachel Teresa Ivanovich
Investment adviser representative at Wwm Financial
20 yearsExperience
1 stateRegistered in
$381.8MFirm assets
15 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
20 years in the industry.
- Wwm FinancialMar 2023 to now
- Easy Life ManagementAug 2006 to now
Exams passed
- Series 66 · Uniform Combined State Law2003
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (CA).
Wwm Financial
Legal name: Wolff Wiese Magana LLC
$381.8MAssets managed
570Clients
4Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4649787
- Firm CRD
- 157620