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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

IVC WEALTH ADVISORS LLC

CRD 301127

SILVERDALE, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:56821bf6-2c02-f28b-59d7-22ffd0ca4df2

Data as of Jan 16, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:35 AM UTC and rebuilt at most every 15 minutes.

Relationships: 13
Dated events: 4
On other graphs: 0
Observed: Mar 11, 2019 to Jan 16, 2026
38 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.96 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $455MItem 5.F on the latest filing (2026-01-16); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $442M
Private client RAUM: $435MderivedItem 5.D individuals plus high net worth individuals
Private client share: 96%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 6
RAUM per advisor: $75.8Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 8
Advisory employees: 7
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,275
Individual clients: 431
High net worth clients: 87
Custody, client assets: $13.2M
SEC number: 801-114980
CRD: 301127
Filings on the tape: 38
First filed: Mar 11, 2019
Latest filed: Jan 16, 2026
Organised: Limited Liability Company, PA

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
DAVID WILLIAM GOTWALS	Chartered Financial Consultant	SILVERDALE, PA	7	26	6	no
RONALD JACK JOYCE	n/a	SILVERDALE, PA	7	27	4	no
ERIC VAUGHN LANDES	n/a	SILVERDALE, PA	7	26	4	no
PAUL JOSEPH MCCOLGAN	n/a	SILVERDALE, PA	7	29	4	no
JULIE ANN MACDADE	n/a	SILVERDALE, PA	4	12	1	no
SCOTT JOSEPH CENDALI	n/a	SILVERDALE, PA	3	12	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
GOTWALS, DAVID, WILLIAM	VICE PRESIDENT	B	yes	08/2014	Mar 11, 2019	Mar 22, 2024
JOYCE, RONALD, JACK	VICE PRESIDENT & TREASURER	B	yes	08/2014	Mar 11, 2019	Mar 22, 2024
LANDES, ERIC, VAUGHN	PRESIDENT & MAYOR	D	yes	08/2014	Mar 11, 2019	Mar 22, 2024
MCCOLGAN, PAUL, JOSEPH	CHIEF COMPLIANCE OFFICER	Na	yes	08/2019	Aug 8, 2019	Mar 22, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Jan 16, 2026	$455M	$442M	8	7	n/a	n/a
2024	Mar 8, 2025	$405M	$400M	8	7	n/a	n/a
2023	Jan 29, 2024	$358M	$357M	8	7	n/a	n/a
2022	Jan 31, 2023	$318M	$318M	8	7	n/a	n/a
2021	Jan 20, 2022	$345M	$345M	7	7	n/a	n/a
2020	Feb 3, 2021	$285M	$285M	7	5	n/a	n/a
2019	Feb 7, 2020	$227M	$227M	6	5	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$455M	$405M	12.3%	$318M	12.6%	8	8	0	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
KESTRA ADVISORY SERVICES, LLC	4	Aug 5, 2019	Apr 25, 2019	SILVERDALE, PA	Team lift out	Ibd to RIA	0.4%

Relationships

Registered with (8)

← SCOTT JOSEPH CENDALIAdvisorregistration: current employment
Dec 22, 2022 to presentfactForm ADV
← JULIE ANN MACDADEAdvisorregistration: current employment
Sep 23, 2021 to presentfactForm ADV
← PAUL JOSEPH MCCOLGANAdvisorregistration: current employment
Apr 26, 2019 to presentfactForm ADV
← DAVID WILLIAM GOTWALSAdvisorregistration: current employment
Apr 25, 2019 to presentfactForm ADV
← RONALD JACK JOYCEAdvisorregistration: current employment
Apr 25, 2019 to presentfactForm ADV
← ERIC VAUGHN LANDESAdvisorregistration: current employment
Apr 25, 2019 to presentfactForm ADV
← DANIEL WILLIAM STEPHENSAdvisorregistration: previous registration
Apr 25, 2019 to Oct 21, 2022factForm ADV
← DANIELLE BAILEYAdvisorregistration: previous registration
Aug 31, 2021 to Aug 15, 2022factForm ADV

Controls (4)

← MCCOLGAN, PAUL, JOSEPHOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Aug 8, 2019 to Mar 22, 2024factForm ADV
← GOTWALS, DAVID, WILLIAMOwnerVICE PRESIDENT, ownership code B, individual
Mar 11, 2019 to Mar 22, 2024factForm ADV
← JOYCE, RONALD, JACKOwnerVICE PRESIDENT & TREASURER, ownership code B, individual
Mar 11, 2019 to Mar 22, 2024factForm ADV
← LANDES, ERIC, VAUGHNOwnerPRESIDENT & MAYOR, ownership code D, individual
Mar 11, 2019 to Mar 22, 2024factForm ADV

Moved with (1)

← KESTRA ADVISORY SERVICES, LLCRegistered adviser4 advisors, team lift out
Aug 5, 2019 to Apr 25, 2019factForm ADV

Dated events

Occurred
Oct 21, 2022
Advisor changed firm
Daniel William Stephens left Ivc Wealth Advisors Llc for Janney Montgomery Scott Llc (registered 2022-10-24)
Form ADVobserved 6 days ago
Occurred
Aug 15, 2022
Advisor changed firm
Danielle Bailey left Ivc Wealth Advisors Llc for Valic Financial Advisors, Inc. (registered 2022-08-18)
Form ADVobserved 6 days ago
Occurred
Aug 8, 2019
Control person joined
Joseph Paul Mccolgan (Chief Compliance Officer) appeared on Schedule A of Ivc Wealth Advisors Llc
Form ADVobserved 6 days ago
Occurred
Mar 11, 2019
First Form ADV filing
Ivc Wealth Advisors Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:56821bf6-2c02-f28b-59d7-22ffd0ca4df2
First observed: Mar 11, 2019
Last observed: Jan 16, 2026 8 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

IVC WEALTH ADVISORS LLC

CRD 301127

SILVERDALE, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:56821bf6-2c02-f28b-59d7-22ffd0ca4df2

Data as of Jan 16, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:35 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

DAVID WILLIAM GOTWALS

Chartered Financial Consultant

SILVERDALE, PA

RONALD JACK JOYCE

n/a

SILVERDALE, PA

ERIC VAUGHN LANDES

n/a

SILVERDALE, PA

PAUL JOSEPH MCCOLGAN

n/a

SILVERDALE, PA

JULIE ANN MACDADE

n/a

SILVERDALE, PA

SCOTT JOSEPH CENDALI

n/a

SILVERDALE, PA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

GOTWALS, DAVID, WILLIAM

VICE PRESIDENT

yes

08/2014

Mar 11, 2019

Mar 22, 2024

JOYCE, RONALD, JACK

VICE PRESIDENT & TREASURER

yes

08/2014

Mar 11, 2019

Mar 22, 2024

LANDES, ERIC, VAUGHN

PRESIDENT & MAYOR

yes

08/2014

Mar 11, 2019

Mar 22, 2024

MCCOLGAN, PAUL, JOSEPH

CHIEF COMPLIANCE OFFICER

yes

08/2019

Aug 8, 2019

Mar 22, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Jan 16, 2026

$455M

$442M

n/a

2024

Mar 8, 2025

$405M

$400M

n/a

2023

Jan 29, 2024

$358M

$357M

n/a

2022

Jan 31, 2023

$318M

n/a

2021

Jan 20, 2022

$345M

n/a

2020

Feb 3, 2021

$285M

n/a

2019

Feb 7, 2020

$227M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$455M

$405M

12.3%

$318M

12.6%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

KESTRA ADVISORY SERVICES, LLC

Aug 5, 2019

Apr 25, 2019

SILVERDALE, PA

Team lift out

Ibd to RIA

0.4%