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Ivc Wealth Advisors LLC CRD 301127
$455M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
163 E. Main Street, Silverdale, PA 18962 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-12-22 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Girard Investment Services, Llc F/K/A Univest Investments, Inc | Souderton | PA | 01/2014 | 11/2022 |
| Univest Bank & Trust Co | Souderton | PA | 01/2014 | 11/2022 |
| Girard Advisory Services, Llc | King Of Prussia | PA | 10/2015 | 11/2022 |
| Ivc Wealth Advisors Llc | Silverdale | PA | 11/2022 | Present |
| Ivc Wealth | Silverdale | PA | 11/2022 | Present |
| Private Client Services | Silverdale | PA | 01/2023 | 06/2025 |
IVC Wealth Advisors, LLC. 163 E Main St, Silverdale, PA 18962. RIA. Clear Employer Services; Employee; Non Investment Related, 163 East Main St. PO Box 539 Silverdale PA 18962; Professional Employment Organization; Start date with business: 2023-01-12; Hours per month devoted to business during trading hours: 134; Hours per month devoted to business outside trading hours: 160; Percentage of total yearly compensation expected to be derived from the business: 0.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-05-13 |
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