Vcm Wealth

Vcm Wealth (CRD# 149307) is a financial advisory firm headquartered in , . They manage $32,667,910 in 209 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    33
    MILLION
  • Total Number of Accounts
    209
    ACCOUNTS
  • Average Account Value
    $156,306
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

DE, NJ, PA

Financial Advisors at Vcm Wealth
Showing 1 - 2 of 2 top financial advisors.
1
Karen S. Vavra
CRD#: 2918570
Collegeville, PA 19426
103
Wealthminder
score

Karen Vavra (CRD# 2918570) is an Investment Advisor Representative working at VCM Wealth. Ms. Vavra has over 17 years in the financial services industry. Prior to joining VCM, she has been affiliated with global asset management firms and banking organizations. Within her global asset management experience, she worked for The Vanguard Group specializing in portfolio management for non-profits, endowments and foundations. Within her banking experience, Ms. Vavra worked with nationally known financial institutions assisting them in the development of products and services offered to high net worth individuals and institutional investors.

Prior to financial services, Ms. Vavra held several positions with regional and international accounting firms specializing in employee benefits and taxation. Most notably, she worked for Deloitte LLP within their Employee Benefits group.

Ms. Vavra received her bachelor’s degree in accounting from the University of Missouri and her MBA with concentration in finance from Villanova University. She also holds a CPA license in the state of Pennsylvania.

 

2
Jason M. Vavra
CRD#: 4141611
Collegeville, PA
93
Wealthminder
score

Jason Vavra (CRD# 4141611) is an Investment Advisor Representative working at Vcm Wealth in Collegeville, PA and has over 17 years of experience in the finance industry.

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