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IVC WEALTH ADVISORS LLC
CRD 301127 · SEC 801-114980
163 E. MAIN STREET, SILVERDALE, PA, 18962, United States
Phone
(215)-392-6631
Fax
(215)-253-5262
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$455.0M
Discretionary AUM
$441.8M
Team
8 total employees; 7 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-16
Disciplinary history
No
Services
Portfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 431 | $154.2M |
| High net worth individuals | 87 | $280.4M |
| Pension/profit sharing plans | 40 | $1.2M |
| Charitable organizations | 11 | $6.0M |
| Corporations/business entities | 11 | $13.2M |
States served
LA, NJ, PA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD