Ivc Wealth Advisors LLC
Ivc Wealth Advisors LLC is an SEC-registered mass-market adviser in Silverdale, PA with $455.0M assets under management (AUM, regulatory AUM), +27% over one year. See who owns Ivc Wealth Advisors LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 301127, SEC 801-114980, data through 2026-01-16.
- AUM (assets under management / regulatory AUM)
- $455.0M (2026-01-16)
- Firm type
- Mass-Market Adviser
- Location
- Silverdale, PA
- Employees
- 8
- Clients
- 580
- CRD
- 301127
- Ownership
- JOYCE, RONALD, JACK; MCCOLGAN, PAUL, JOSEPH; GOTWALS, DAVID, WILLIAM; LANDES, ERIC, VAUGHN
How much AUM does Ivc Wealth Advisors LLC have?
Ivc Wealth Advisors LLC reported $455.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-16).
Who owns Ivc Wealth Advisors LLC?
Disclosed owners and executives of Ivc Wealth Advisors LLC include JOYCE, RONALD, JACK, MCCOLGAN, PAUL, JOSEPH, GOTWALS, DAVID, WILLIAM, LANDES, ERIC, VAUGHN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.