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IVC WEALTH ADVISORS LLC

SILVERDALE, PA · CRD 301127 · IAPD ↗ · (215)-392-6631

$455.0MRegulatory AUM
7Advisory reps
8Employees
0Clients
n/aPlanning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
January 2026 — IVC WEALTH ADVISORS LLC notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.