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Ivy WealthFinancial advisor in Dallas, TX

Ivy Wealth is a financial advisor at 14241 Dallas Pkwy Suite 1200, Dallas, TX 75254, ranked #13 of 655 financial advisors in Dallas and rated 5.0 from 37 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Dallas, TXUpdated 0 paid placements in any rankingHow we rank

Call (225) 205-5600Website ↗

Key facts

Key facts about Ivy Wealth
Address14241 Dallas Pkwy Suite 1200, Dallas, TX 75254Get directions
Phone(225) 205-5600
Websiteivy-wealth.com
HoursMonday to Friday: 7 AM – 4 PM
Google rating5.0 from 37 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Dallas and 11 towns within 25 miles: Addison, Carrollton, Farmers Branch, Richardson, University Park, Plano, The Colony, Garland, Coppell, Irving and Lewisville.

Based in Dallas, TXView on map

Opening hours

Opening hours for Ivy Wealth
DayHours
Monday7 AM – 4 PM
Tuesday7 AM – 4 PM
Wednesday7 AM – 4 PM
Thursday7 AM – 4 PM
Friday7 AM – 4 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Ivy Wealth

How is Ivy Wealth ranked in Dallas?

Ivy Wealth is ranked #13 of 655 financial advisors in Dallas by RFA Score, with 69 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Ivy Wealth’s hours?

Ivy Wealth is open Monday to Friday. Its listed hours are Monday to Friday, 7 AM – 4 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Ivy Wealth serve?

Serves Dallas and 11 towns within 25 miles: Addison, Carrollton, Farmers Branch, Richardson, University Park, Plano, The Colony, Garland, Coppell, Irving and Lewisville. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Ivy Wealth?

Ivy Wealth has a rating of 5.0 from 37 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Ivy Wealth?

Call Ivy Wealth on (225) 205-5600. The business is at 14241 Dallas Pkwy Suite 1200, Dallas, TX 75254. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Ivy Wealth compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Ivy Wealth (this business)—695.0 (37)NoNo
Joe Dowdall - Worth Asset Management#11695.0 (41)NoNo3.6 mi
GDS Wealth Management#12695.0 (270)NoNo14.4 mi

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