RIA Intel›Advisers›Pennsylvania›IVC WEALTH ADVISORS LLC

IVC WEALTH ADVISORS LLC

Advisory

N·SILVERDALE, PA

Data as of Jan 16, 2026 · Source: SEC Form ADV

Total AUM

$455M

1-Year AUM Growth

+12.5%

3-Year CAGR

+7.7%

Employees

7

Assets Under Management

Total AUM$455M

Discretionary AUM$442M

Non-Discretionary AUM$13M

Discretionary %97.1%

Total Clients580

Team

Total Employees7

Investment Advisers8

Employee Growth (1Y)—

Filing History

Total Filings on Record32

First FilingMar 11, 2019

Latest FilingJan 16, 2026

🔒 Full AUM trend chart and 32 historical filings spanning 7+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on IVC WEALTH ADVISORS LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.