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Ivc Wealth Advisors LLC

● SEC registered since 2019CRD 301127SEC# 801-114980Silverdale, PA
Export (members)
Reg. AUM
$405.2M
Employees
8
Accounts
1,233
Location
Silverdale, PA

Ivc Wealth Advisors LLC assets under management

Ivc Wealth Advisors LLC is a registered investment adviser overseen by the SEC based in Silverdale, PA. The firm has been registered since 2019. It reports $405.2 million in regulatory assets under management and employs 8 people.
www.facebook.com/ivcwealthView on SEC.gov ↗

Ivc Wealth Advisors LLC owners & executives

4 reported
NameTitleOwnershipSince
David William Gotwals ControlVice President10-25%2014
Eric Vaughn Landes ControlPresident & Mayor50-75%2014
Paul Joseph McColgan ControlChief Compliance OfficerUnder 5%2019
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Frequently asked questions

How much does Ivc Wealth Advisors LLC manage?

Ivc Wealth Advisors LLC reports $405.2 million in regulatory assets under management on its Form ADV.

How many employees does Ivc Wealth Advisors LLC have?

Ivc Wealth Advisors LLC reports 8 employees.

Where is Ivc Wealth Advisors LLC located?

Ivc Wealth Advisors LLC is based in Silverdale, PA and has been SEC-registered since 2019.

Does Ivc Wealth Advisors LLC disclose fund performance?

Ivc Wealth Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address163 E. Main Street, Silverdale, PA 18962
Phone(215)-392-6631
Fax(215)-253-5262
Office hours8:00 a.m. - 5:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$400.1M
Non-discretionary$5.1M
Total (RAUM)$405.2M