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| IVC Wealth Advisors LLC
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|---|---|
| CRD # | 301127 |
| SEC # | 801-114980 |
| CIK # | 0001842811 |
| AUM | 455.0 M (2026-01-16) |
| Employees | 8 (88% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 215-392-6631 |
| Address | 163 E Main Street Silverdale, PA 18962 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 15.9 | ||
| Nvidia Corp | 5.1 | ||
| Caterpillar Inc | 4.0 | ||
| Merck & Co Inc | 2.7 | ||
| Facebook Inc | 2.7 | ||
| Johnson & Johnson | 2.6 | ||
| Intel Corp | 2.6 | ||
| Solstice Advanced Materials Inc | 2.5 | ||
| BB&T Corp | 2.4 | ||
| Allstate Corp | 2.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 431 | 154.2 |
| (b) Individuals (high net worth individuals) | 87 | 280.4 |
| (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 | 40 | 1.2 |
| (h) Charitable organizations | 11 | 6.0 |
| (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 | 11 | 13.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,275 | 455.0 |
| By Discretionary | ||
| Discretionary | 1,251 | 441.8 |
| Non-Discretionary | 24 | 13.2 |
| Total | 1,275 | 455.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 455.0 | |
| Total | 1,275 | 455.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001842811] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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|---|---|---|
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