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VCM WEALTH

VAVRA CAPITAL MANAGEMENT, LLC

CRD 149307 · SEC 801-135663

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DE, United States

Phone

610-489-3018

Fax

815-366-7463

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$104.8M

Discretionary AUM

$104.8M

Team

2 total employees; 2 advisory reps; 2 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-02-24

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Publication of periodicals

Client types

TypeClientsAUM
Individuals142$13.4M
High net worth individuals149$90.3M
Pension/profit sharing plans1$70K
Charitable organizations4$977K
Corporations/business entities1$8K

States served

DE, NJ, PA, FL

All web addresses on file

Official SEC filing: View on IAPD