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IVC WEALTH ADVISORS LLC
CRD 301127File 801-114980
APPROVED
Retail clients
Custody
Filing as of Jan 16, 2026
Feed vintage Aug 17, 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
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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.