VCM Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$103,715,889
Clients
291
Advisors
2
of 2 employees
About
VCM Wealth provides advisory services primarily to individual and high‑net‑worth clients and also works with a range of institutional clients including pension and profit‑sharing plans, charitable organizations, banks, and corporations. The firm offers discretionary and non‑discretionary portfolio management, written financial planning reports, and guidance on retirement plan rollovers; it manages approximately $104.7 million in discretionary assets through a two‑advisor team.
The firm’s investment process blends fundamental, technical, and cyclical analysis and emphasizes ETF‑based portfolio construction implemented through three proprietary ETF models with benchmark allocations (Balanced ~60/40 equity/fixed income, Growth ~70/30, and Aggressive ~100% equity). Portfolios are managed on a systematic, discipline‑driven basis with continuous monitoring and at least quarterly formal reviews, and implementation may include long‑ and short‑term holdings as well as options or margin when appropriate for a client’s risk profile.
Compared with many peers, VCM publishes a periodic client newsletter on topics such as estate and retirement planning and market trends, distributed free to advisory clients and not containing individualized investment recommendations — a practice that is uncommon among supported firms. The firm is also in the process of transitioning to SEC registration and its small advisor team includes credentialed CPAs (one with a Personal Financial Specialist designation), which the brochure notes informs its tax‑aware planning and financial planning work.
Client services
Expertise
Occupation focus
Fee options
Financial planning fees typically range from $250 to $2,000, depending on the arrangement
$250 per hour for financial planning services
Main office
Collegeville PA
Advisors at this office
2
Most active in
Delaware · Florida · New Jersey · Pennsylvania
Also doing business as
Vavra Capital Management, LLC · Vcm Wealth
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Karen V
Series 63, Series 65
Collegeville, PA
VCM Wealth
Karen Vavra is an advisor at VCM Wealth with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at BNY Mellon and State Street Corporation. Outside of her advisory role, Ms. Vavra is an independent licensed insurance agent specializing in accident and health life insurance and fixed annuities. VCM Wealth provides advisory services primarily to individual and high-net-worth clients, as well as a variety of institutional clients. The firm uses a systematic, discipline-driven investment process focused on ETF-based portfolio construction and offers both discretionary and non-discretionary portfolio management along with financial planning and retirement guidance.
Jason V
PFS™, Series 66
Collegeville, PA
VCM Wealth
Jason Vavra is a financial advisor at VCM Wealth with 21 years of industry experience. He holds the PFS™ and Series 66 designations and has been with Vavra Capital Management, LLC since 2007. Outside of his advisory work, he serves as a volunteer member of the Investment Committee for the Bloomsburg University Foundation. VCM Wealth advises individuals, including high-net-worth clients, as well as institutional and nonprofit entities, managing approximately $88.8 million across about 260 client relationships. The firm uses a combination of fundamental, technical, and cyclical analysis alongside systematic asset allocation, implementing portfolios through proprietary ETF models and conducting regular account reviews.
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