Ivanna Berrio Paeva
Ticino Wealth · Mission Viejo, California
Ivanna Berrio Paeva is a fee-only financial advisor at Ticino Wealth in Mission Viejo, California. Ivanna focuses on retirement planning. Ticino Wealth reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Ticino Wealth |
|---|---|
| Based in | Mission Viejo, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Languages | Russian, Spanish, Serbian, Croatian, French |
| Assets under management | $400.2M across 775 accounts |
| SEC registration | Investment adviser representative in CA · CRD 6859725 |
| Exams passed | Series 66 (2020) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | ticinowealth.com |
How Ivanna's firm compares
- Ticino Wealth's average account is about $516,000, from its Form ADV (assets managed divided by 775 accounts).
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Questions about Ivanna
Is Ivanna Berrio Paeva a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ivanna holds no broker registration, and Ticino Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Ivanna charge for financial advice?
Ivanna's firm, Ticino Wealth, reports charging a percentage of assets on its SEC Form ADV.
What languages does Ivanna work in?
Besides English, Ticino Wealth offers service in Russian, Spanish, Serbian, Croatian and French, according to its website.
Where is Ivanna Berrio Paeva based?
Ivanna Berrio Paeva is based in Mission Viejo, California.
What does Ivanna specialize in?
Ivanna's specialties include retirement planning. Ivanna works with retirees and pre-retirees.
Is Ivanna Berrio Paeva registered with the SEC?
Yes. Ivanna Berrio Paeva is registered as an investment adviser representative in CA (CRD 6859725), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Ticino Wealth manage?
Ticino Wealth reports $400.2M across 775 accounts in assets under management.
How do I contact Ivanna Berrio Paeva?
Through Ivanna's website, ticinowealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Ticino Wealth website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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