IVC WEALTH ADVISORS LLC

163 E. Main Street
Silverdale, Pennsylvania 18962
Tel: (215)-392-6631

About IVC WEALTH ADVISORS LLC

IVC WEALTH ADVISORS LLC, formally registered with the SEC as IVC WEALTH ADVISORS LLC. The firm was established in 04/10/2019. They have over 1 offices throughout the country.

IVC WEALTH ADVISORS LLC is a Silverdale, Pennsylvania based Financial Planning firm with nearly $357,951,896 assets under management, offering retirement planning & investment advisory services to 1173 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	301127
SEC#	801-114980
Assets Managed by Firm	$357,951,896
No. of Clients	1173
No. of Advisors	8

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	1173	$357,951,896
Individuals (other than high net worth individuals)	426	$118,300,071
High net worth individuals	75	$194,498,485
Pension and profit sharing plans	45	$15,981,170
Charitable organizations	12	$11,663,537
Corporations or other businesses	12	$17,508,633

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