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Karen Suzanne Vavra

Investment adviser representative at Vcm Wealth
17 yearsExperience
1 stateRegistered in
$104.8MFirm assets
Under 1 yearFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

17 years in the industry.

  1. State Street CorporationMar 2026 to now
  2. Vcm WealthJul 2009 to now
  3. Vavra Capital Management, LLCJul 2009 to now
  4. BNY MellonJul 2010 to Sep 2024

Exams passed

  • Series 65 · Uniform Investment Adviser Law1998
  • Series 63 · Uniform Securities Agent State Law1998

State registrations

Registered as an investment adviser representative in 1 state (PA).

Vcm Wealth

Legal name: Vavra Capital Management, LLC

$104.8MAssets managed
297Clients
2Advisers
Under 1 yearIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2918570
Firm CRD
149307
Advisor's SEC record (opens in a new tab)
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