SILVERDALE, PACRD 301127Latest ADV January 16, 2026
Ivc Wealth Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Silverdale, PA. Its latest Form ADV filing, dated January 16, 2026, reports $455M in regulatory assets under management, 8 employees, and 1,275 accounts.
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 74.3% of total clients.
Top client categories% of clientsClients
1
Individuals
74.3%
431
2
HNWI
15.0%
87
3
Pension Plans
6.9%
40
4
Charitable
1.9%
11
5
Corporations
1.9%
11
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$455Mas of January 16, 2026
Discretionary97.1%
$442M
97% of total RAUM97.1%
Non-discretionary2.9%
$13M
3% of total RAUM2.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$455M
Total Accounts1,275
10Y AUM Change+$455M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee73:1
10Y Employee Change+2 (+33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.