IVC Wealth Advisors LLC

RIASEC RegisteredEst. 2019
Total AUM
$455M
Discretionary
$442M
97% of AUM
Avg account
$357K
Accounts
1,275
Employees
8
Advisory reps
6

Firm details

Headquarters
Silverdale, Pennsylvania
CRD number
301127
Registered since
April 10, 2019
Website
www.ivcwealth.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI61.62%
  • Individuals33.88%
  • Corporations / Businesses2.91%
  • Charitable Organizations1.31%
  • Pension & Profit Sharing Plans0.27%
Services
Portfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

IVC Wealth Advisors LLC is an independent registered investment adviser organized as an LLC and operating since 2019. The firm is owner-operated and serves both individual and family clients as well as institutional clients. Fee arrangements include a percentage-of-assets model and fixed fees; the firm also conducts insurance brokerage activity. Advisory services highlighted in regulatory filings include portfolio management for individuals and small businesses and pension consulting services. IVC is not flagged as an active ESG investor and is not described as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 58%, Exchange Traded Equities 27%, Cash & Cash Equivalents 11%, Other 4%, Non-Exchange Traded Equities 1%, US Government Bonds 1%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%58%
  • Public Funds/Mutual Funds58%
  • Exchange Traded Equities27%
  • Cash & Cash Equivalents11%
  • Other4%
  • Non-Exchange Traded Equities1%

Owners & executives

1 of 1
  • Paul Mccolgan

    Paul Mccolgan

    Chief Compliance OfficerCRD 2868491

Contacts

3 of 5
  • Scott Cendali

    Scott Cendali

    Investment Adviser RepresentativeCRD 6316113

  • Ronald Joyce

    Ronald Joyce

    Vice President, PartnerCRD 3273971

  • Eric Landes

    Eric Landes

    PresidentCRD 4418250

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 61

Active vs passive

$130M in ETFs

Passive

55%

$71.5M

Active

40%

$58.2M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD GROWTH INDEX FUND (VUG)VanguardPassiveLarge Growth$20.3M46,49915.66%
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Location

Primary office

Silverdale, PA

Bucks

Location

Silverdale, PA

Headquartered in Silverdale, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
Bucks
Address
163 E Main St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth