IVC WEALTH ADVISORS LLC
CRD #301127 SEC #801-114980 SILVERDALE, PA (215)-392-6631
SEC Registered
Total AUM
$405.2M
Discretionary
$400.1M
Employees
8
Clients
--
Accounts
1,233
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $405.2M | $400.1M | $5.1M | 8 | 0 |
| Aug 2025 | $405.2M | $400.1M | $5.1M | 8 | 0 |
| Jul 2025 | $405.2M | $400.1M | $5.1M | 8 | 0 |
| Mar 2025 | $405.2M | $400.1M | $5.1M | 8 | 0 |
| Mar 2024 | $358M | $357.5M | $460.5K | 8 | 0 |
| Jan 2024 | $358M | $357.5M | $460.5K | 8 | 0 |
| Sep 2023 | $318.3M | $318.3M | $0 | 8 | 0 |
| Aug 2023 | $318.3M | $318.3M | $0 | 8 | 0 |
| Jan 2023 | $318.3M | $318.3M | $0 | 8 | 0 |
| Jan 2023 | $345.4M | $345.4M | $0 | 8 | 0 |
| Oct 2022 | $345.4M | $345.4M | $0 | 5 | 0 |
| Sep 2022 | $345.4M | $345.4M | $0 | 6 | 0 |
| Aug 2022 | $345.4M | $345.4M | $0 | 6 | 0 |
| Mar 2022 | $345.4M | $345.4M | $0 | 7 | 0 |
| Jan 2022 | $345.4M | $345.4M | $0 | 7 | 0 |
| Nov 2021 | $337.8M | $337.8M | $0 | 7 | 0 |
| Sep 2021 | $285.3M | $285.3M | $0 | 7 | 0 |
| Sep 2021 | $285.3M | $285.3M | $0 | 8 | 0 |
| Jul 2021 | $285.3M | $285.3M | $0 | 7 | 0 |
| Feb 2021 | $285.3M | $285.3M | $0 | 7 | 0 |
| Feb 2021 | $285.3M | $285.3M | $0 | 7 | 0 |
| Dec 2020 | $252.7M | $252.7M | $0 | 7 | 0 |
| Sep 2020 | $252.7M | $252.7M | $0 | 7 | 0 |
| May 2020 | $226.7M | $226.7M | $0 | 7 | 0 |
| May 2020 | $226.7M | $226.7M | $0 | 7 | 0 |
| Apr 2020 | $226.7M | $226.7M | $0 | 7 | 0 |
| Feb 2020 | $226.7M | $226.7M | $0 | 6 | 0 |
| Feb 2020 | $226.7M | $226.7M | $0 | 6 | 0 |
| Feb 2020 | $226.7M | $226.7M | $0 | 6 | 0 |
| Dec 2019 | $154.9M | $154.9M | $0 | 6 | 0 |
| Dec 2019 | $154.9M | $154.9M | $0 | 6 | 0 |
| Nov 2019 | $154.9M | $154.9M | $0 | 6 | 0 |
| Aug 2019 | $154.9M | $154.9M | $0 | 6 | 0 |
| Jul 2019 | $154.9M | $154.9M | $0 | 6 | 0 |
| Apr 2019 | $0 | $0 | $0 | 6 | 0 |
| Apr 2019 | $0 | $0 | $0 | 6 | 0 |
| Mar 2019 | $0 | $0 | $0 | 6 | 0 |
DateDec 2025
Total AUM$405.2M
Discretionary$400.1M
Non-Disc.$5.1M
Employees8
Clients0
DateAug 2025
Total AUM$405.2M
Discretionary$400.1M
Non-Disc.$5.1M
Employees8
Clients0
DateJul 2025
Total AUM$405.2M
Discretionary$400.1M
Non-Disc.$5.1M
Employees8
Clients0
DateMar 2025
Total AUM$405.2M
Discretionary$400.1M
Non-Disc.$5.1M
Employees8
Clients0
DateMar 2024
Total AUM$358M
Discretionary$357.5M
Non-Disc.$460.5K
Employees8
Clients0
DateJan 2024
Total AUM$358M
Discretionary$357.5M
Non-Disc.$460.5K
Employees8
Clients0
DateSep 2023
Total AUM$318.3M
Discretionary$318.3M
Non-Disc.$0
Employees8
Clients0
DateAug 2023
Total AUM$318.3M
Discretionary$318.3M
Non-Disc.$0
Employees8
Clients0
DateJan 2023
Total AUM$318.3M
Discretionary$318.3M
Non-Disc.$0
Employees8
Clients0
DateJan 2023
Total AUM$345.4M
Discretionary$345.4M
Non-Disc.$0
Employees8
Clients0
DateOct 2022
Total AUM$345.4M
Discretionary$345.4M
Non-Disc.$0
Employees5
Clients0
DateSep 2022
Total AUM$345.4M
Discretionary$345.4M
Non-Disc.$0
Employees6
Clients0
DateAug 2022
Total AUM$345.4M
Discretionary$345.4M
Non-Disc.$0
Employees6
Clients0
DateMar 2022
Total AUM$345.4M
Discretionary$345.4M
Non-Disc.$0
Employees7
Clients0
DateJan 2022
Total AUM$345.4M
Discretionary$345.4M
Non-Disc.$0
Employees7
Clients0
DateNov 2021
Total AUM$337.8M
Discretionary$337.8M
Non-Disc.$0
Employees7
Clients0
DateSep 2021
Total AUM$285.3M
Discretionary$285.3M
Non-Disc.$0
Employees7
Clients0
DateSep 2021
Total AUM$285.3M
Discretionary$285.3M
Non-Disc.$0
Employees8
Clients0
DateJul 2021
Total AUM$285.3M
Discretionary$285.3M
Non-Disc.$0
Employees7
Clients0
DateFeb 2021
Total AUM$285.3M
Discretionary$285.3M
Non-Disc.$0
Employees7
Clients0
DateFeb 2021
Total AUM$285.3M
Discretionary$285.3M
Non-Disc.$0
Employees7
Clients0
DateDec 2020
Total AUM$252.7M
Discretionary$252.7M
Non-Disc.$0
Employees7
Clients0
DateSep 2020
Total AUM$252.7M
Discretionary$252.7M
Non-Disc.$0
Employees7
Clients0
DateMay 2020
Total AUM$226.7M
Discretionary$226.7M
Non-Disc.$0
Employees7
Clients0
DateMay 2020
Total AUM$226.7M
Discretionary$226.7M
Non-Disc.$0
Employees7
Clients0
DateApr 2020
Total AUM$226.7M
Discretionary$226.7M
Non-Disc.$0
Employees7
Clients0
DateFeb 2020
Total AUM$226.7M
Discretionary$226.7M
Non-Disc.$0
Employees6
Clients0
DateFeb 2020
Total AUM$226.7M
Discretionary$226.7M
Non-Disc.$0
Employees6
Clients0
DateFeb 2020
Total AUM$226.7M
Discretionary$226.7M
Non-Disc.$0
Employees6
Clients0
DateDec 2019
Total AUM$154.9M
Discretionary$154.9M
Non-Disc.$0
Employees6
Clients0
DateDec 2019
Total AUM$154.9M
Discretionary$154.9M
Non-Disc.$0
Employees6
Clients0
DateNov 2019
Total AUM$154.9M
Discretionary$154.9M
Non-Disc.$0
Employees6
Clients0
DateAug 2019
Total AUM$154.9M
Discretionary$154.9M
Non-Disc.$0
Employees6
Clients0
DateJul 2019
Total AUM$154.9M
Discretionary$154.9M
Non-Disc.$0
Employees6
Clients0
DateApr 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateApr 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateMar 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0