$104.8M Total AUM
$104.8M Disc. AUM
-- 3Y CAGR
2 Employees
299 ADV. Clients
17 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-21-2009
- Office Locations
- 1
Office Locations
-- Collegeville PA
About VCM Wealth
VCM Wealth (Vavra Capital Management, LLC) is a state-registered RIA serving individuals and families as well as institutions such as endowments, foundations, pensions, and nonprofits. The firm provides personalized investment management plus retirement plan, financial planning, consulting, and insurance services using a comprehensive, goals- and risk-based planning approach. VCM also offers partnership opportunities for other advisory firms.
Team overview
51 AVG AGE
$52.4M AVG AUM / ADVISOR
$350.4K AVG AUM / CLIENT
17.1 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
17yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Fund Managers
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
JASON M VAVRA
Chief Compliance Officer, Managing Member
- CRD
- #4141611
- Ownership
- 75% or more
Available
Available
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K
KAREN SUZANNE VAVRA
--
- CRD
- #2918570
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $104,770,049 | $352,761 |
| Non-Discretionary | $0 | -- |
| Total | $104,770,049 | $352,761 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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