Julie A. Macdade

IVC WEALTH ADVISORS LLC

Silverdale, PA 18962

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CRD#: 5842705

Professional summary

Julie Ann Macdade, who also goes by Julie Ann Duminiak, Julie Ann Niklaus, is a registered financial advisor currently at IVC WEALTH ADVISORS LLC located in Silverdale, Pennsylvania.

Julie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Julie has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Julie Ann Duminiak | Julie Ann Niklaus

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) IVC WEALTH ADVISORS, LLC. 163 E MAIN ST, PO BOX 539, SILVERDALE, PA 18944. WEALTH MANAGEMENT. REGISTERED SERVICE ASSOCIATE. 160 HOURS/MO; 134 DURING TRADING HOURS. 2) Clear Employer Services - 163 E MAIN ST, PO BOX 539, SILVERDALE, PA 18962. PROFESSIONAL EMPLOYER ORGANIZATION. Start date: 2022-01-01, 160 HOURS/MO; 134 DURING TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Julie Ann Macdade's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 23, 2021 - Present

IVC WEALTH ADVISORS LLC

Office #1: 163 E. Main Street, Silverdale, PA 18962

RIA

CRD#: 301127

Silverdale, PA

Past

January 31, 2020 - June 30, 2025

PRIVATE CLIENT SERVICES, LLC

CRD#: 120222

SILVERDALE, PA

Past

February 1, 2019 - February 4, 2020

KESTRA INVESTMENT SERVICES, LLC

CRD#: 42046

SILVERDALE, PA

Past

March 2, 2017 - December 31, 2017

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

DOYLESTOWN, PA

Past

April 21, 2015 - December 31, 2016

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

DOYLESTOWN, PA

Past

April 9, 2015 - February 19, 2019

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

DOYLESTOWN, PA

Past

May 8, 2013 - March 4, 2015

OPPENHEIMER & CO. INC.

CRD#: 249

DOYLESTOWN, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

IVC WEALTH ADVISORS LLC

CRD#: 301127 / SEC#: 801-114980

RIA

Registered Investment Advisory firm - (4/10/2019 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(9/23/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/10/2021

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/12/2014

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/7/2013

General Securities Representative Examination

Current Firm

IVC WEALTH ADVISORS LLC

CRD#: 301127 / SEC#: 801-114980

RIA

Registered Investment Advisory firm - (4/10/2019 Approved)

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Contact information

Main Address

163 E. Main Street, Silverdale, PA 18962

Mailing Address

Phone number

(215) 392-6631

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A-IVC WEALTH ADVISORS LLC (8/29/2025)

Regulatory assets under management

Total Number of Accounts	1,233
AUM (Assets Under Management)	$ 405,220,178

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Julie A. Macdade

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Julie Ann Macdade's CRS (Customer Relationship Summary).

Certified licenses

Experience

PRIVATE CLIENT SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

OPPENHEIMER & CO. INC.

Primary Firm SEC Registration

IVC WEALTH ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/10/2021

Series 63

Date: 3/12/2014

SIE

Date: 10/1/2018

Series 7

Date: 5/7/2013

Current Firm

IVC WEALTH ADVISORS LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

IVC WEALTH ADVISORS LLC

TRUST BUT VERIFY

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