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IVC WEALTH ADVISORS LLC
CRD 301127File 801-114980
APPROVED
Retail clients
Custody
Filing as of Jan 16, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$455.0M
Above cohort median (national)
Discretionary AUM
$441.8M
Non-discretionary $13.2M
Clients
580
1,275 accounts
Employees
8
Below cohort median in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Apr 10, 2019
- Principal office
- 163 E. MAIN STREET, SILVERDALE, PA, 18962
- Phone
- (215)-392-6631
- Website
- https://www.ivcwealth.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $455.0M
- Discretionary AUM
- $441.8M
- Non-discretionary AUM
- $13.2M
- Discretionary accounts
- 1,251
- Non-discretionary accounts
- 24
- Total accounts
- 1,275
- AUM per client
- $784K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 11 | $13.2M |
| Charitable organizations | 11 | $6.0M |
| High net worth individuals | 87 | $280.4M |
| Pension and profit sharing plans | 40 | $1.2M |
| Individuals (other than high net worth individuals) | 431 | $154.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Feb 1, 2026 | Clients | 576 | 580 | increased by4 |
| Feb 1, 2026 | AUM | $405,220,178 | $454,979,896 | increased by$49,759,718 |
| Feb 1, 2026 | Accounts | 1,233 | 1,275 | increased by42 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 6 | 8 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 562 | 576 | increased by14 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $345,393,755 | $405,220,178 | increased by$59,826,423 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 968 | 1,233 | increased by265 |
| Sep 1, 2022 | Employees | 7 | 6 | decreased by1 |
| Feb 1, 2022 | Clients | 517 | 562 | increased by45 |
| Feb 1, 2022 | AUM | $337,778,584 | $345,393,755 | increased by$7,615,171 |
| Feb 1, 2022 | Accounts | 517 | 968 | increased by451 |
| Dec 1, 2021 | Clients | 486 | 517 | increased by31 |
| Dec 1, 2021 | AUM | $285,259,283 | $337,778,584 | increased by$52,519,301 |
| Dec 1, 2021 | Accounts | 486 | 517 | increased by31 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “IVC WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“IVC WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.