IVC Wealth Advisors LLC
Firm details
- Headquarters
- Silverdale, Pennsylvania
- CRD number
- 301127
- Registered since
- April 10, 2019
- Website
- www.ivcwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI61.62%
- Individuals33.88%
- Corporations / Businesses2.91%
- Charitable Organizations1.31%
- Pension & Profit Sharing Plans0.27%
- Services
- Portfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
IVC Wealth Advisors LLC is an independent, individual-owned registered investment adviser that appears on SEC records as having registered in 2019. The firm serves both individual and family clients as well as institutional investors, combining portfolio management for individuals and small businesses with pension consulting services listed on its filings. IVC also operates as an insurance broker, which aligns with its use of annuities in client solutions. Its fee model includes AUM-based fees alongside fixed fees.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds58%
- Exchange Traded Equities27%
- Cash & Cash Equivalents11%
- Other4%
- Non-Exchange Traded Equities1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 59Active vs passive
$143M in ETFs
56%
$79.4M
40%
$63.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD MORNINGSTAR GROWTH INDEX FUND (VUG) | Vanguard | Passive | Large Growth | $24.7M | 274,433 | 17.32% |
Location
Silverdale, PA
Bucks
Location
Silverdale, PA
Headquartered in Silverdale, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Bucks
- Address
- 163 E Main St
- Time zone
- ET (UTC-5)
- Office locations
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