Ivc Wealth Advisors LLC

Ivc Wealth Advisors LLC (CRD# 301127) is a financial advisory firm headquartered in Silverdale, PA. They manage $357,951,896 in 1,173 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
163 E. Main Street, Silverdale, PA 18962
https://www.facebook.com/ivcwealth/
By the Numbers
  • Total Assets Under Management
    358
    MILLION
  • Total Number of Accounts
    1,173
    ACCOUNTS
  • Average Account Value
    $305,159
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, NJ, PA, TX

Financial Advisors at Ivc Wealth Advisors LLC
Showing 1 - 5 of 5 top financial advisors.
1
David Gotwals, financial advisor Silverdale PA
David W. Gotwals
CRD#: 3128231
163 E. Main Street, Silverdale, PA 18962

David Gotwals (CRD# 3128231) is an Investment Advisor Representative working at Ivc Wealth Advisors LLC in Silverdale, PA and has over 24 years of experience in the finance industry.

2
Ronald Joyce, financial advisor Silverdale PA
Ronald J. Joyce
CRD#: 3273971
163 E. Main Street, Silverdale, PA 18962

Ronald Joyce (CRD# 3273971) is an Investment Advisor Representative working at Ivc Wealth Advisors LLC in Silverdale, PA and has over 24 years of experience in the finance industry.

3
Eric Landes, financial advisor Silverdale PA
Eric V. Landes
CRD#: 4418250
163 E. Main Street, Silverdale, PA 18962

Eric Landes (CRD# 4418250) is an Investment Advisor Representative working at Ivc Wealth Advisors LLC in Silverdale, PA and has over 11 years of experience in the finance industry.

4
Julie Macdade, financial advisor Silverdale PA
Julie A. Macdade
CRD#: 5842705
163 E. Main Street, Silverdale, PA 18962

Julie Macdade (CRD# 5842705) is an Investment Advisor Representative working at Ivc Wealth Advisors LLC in Silverdale, PA and has over 10 years of experience in the finance industry.

5
Paul McColgan, financial advisor Silverdale PA
Paul J. McColgan
CRD#: 2868491
163 E. Main Street, Silverdale, PA 18962

Paul McColgan (CRD# 2868491) is an Investment Advisor Representative working at Ivc Wealth Advisors LLC in Silverdale, PA and has over 26 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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