Vcm Wealth
Vcm Wealth (CRD# 149307) is a financial advisory firm headquartered in , . They manage $76,110,494 in 266 accounts and serve the financial needs of clients across 4 states (or territories).
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Total Assets Under Management76MILLION
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Total Number of Accounts266ACCOUNTS
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Average Account Value$286,130
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
DE, FL, NJ, PA
Jason Vavra (CRD# 4141611) is an Investment Advisor Representative working at Vcm Wealth in Collegeville, PA and has over 23 years of experience in the finance industry.
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.