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| IVC Wealth Advisors LLC
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| |
|---|---|
| CRD # | 301127 |
| SEC # | 801-114980 |
| CIK # | 0001842811 |
| AUM | $358.0 MM (2024-03-22) |
| Employees | 8 (88% Investors, 62% Brokers) |
| Phone | 215-392-6631 |
| Address | 163 E Main Street Silverdale, PA 18962 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 14.3 | |
| NVDA | 399,550.0 | 3.8 | |
| META | 434,852.0 | 3.0 | |
| MRK | 232,371.9 | 2.7 | |
| ADBE | 172,760.2 | 2.2 | |
| TFC | 64,400.5 | 2.0 | |
| CZNC | 370.6 | 1.9 | |
| PAYX | 43,278.8 | 1.7 | |
| LLY | 301,789.7 | 1.7 | |
| ALL | 34,565.4 | 1.6 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 426 | 118.3 |
| (b) Individuals (high net worth individuals) | 75 | 194.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 45 | 16.0 |
| (h) Charitable organizations | 12 | 11.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 12 | 17.5 |
| (n) Other | 0 | 0.0 |
| Total | 1,173 | 358.0 |
| By Discretionary | ||
| Discretionary | 1,158 | 357.5 |
| Non-Discretionary | 15 | 0.5 |
| Total | 1,173 | 358.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 358.0 | |
| Total | 1,173 | 358.0 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001842811] |
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|---|---|---|
|
Independent Wealth Network Inc
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IA | 0.4 |
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William Madison Advisors Inc
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TX | 0.4 |
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Warren Street Wealth Advisors LLC
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FMF&E Wealth Management LLC
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FL | 0.4 |
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Red Tortoise LLC
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GA | 0.4 |
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TNF LLC
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MT | 0.4 |
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Byrne Financial Freedom LLC
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MA | 0.4 |