RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
D•••• W•••••• G••••••
- Business email
- dgotwals@ivcwealth.comreportedivcwealth.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- I•• W••••• A••••••• L•• independent RIA currentsince Apr 25, 2019 · Silverdale, Pa
- K••••• A••••••• S•••••••• L•• BD affiliatedAug 5, 2019 to Aug 19, 2019 · Austin, Tx
- K••••• A••••••• S•••••••• L•• BD affiliatedApr 18, 2016 to Aug 5, 2019 · Silverdale, Pa
- N•• A•••••• S•••••••• L•• formerOct 3, 2014 to Sep 22, 2016 · Silverdale, Pa
- F•••••••• T••••••• I••• formerJun 6, 2011 to Oct 3, 2014 · San Rafael, Ca
- N••••••• P••• C•••••• A••••••• formerMay 28, 2007 to Apr 17, 2008 · Doylestown, Pa
- N••••••• P••• C•••••• A••••••• formerMay 28, 2007 to Sep 2, 2014 · Doylestown, Pa
- K••••• A••••••• S•••••••• L•• to no registered destinationleft Aug 19, 2019 · Departure, no registered destination
- K••••• A••••••• S•••••••• L•• to I•• W••••• A••••••• L••left Aug 5, 2019, registered Apr 25, 2019 (-102 days) · Affiliated broker-dealer or bank to a newly registered adviser · moved with a team
- N•• A•••••• S•••••••• L•• to K••••• A••••••• S•••••••• L••left Sep 22, 2016, registered Apr 18, 2016 (-157 days) · corporate re-registration, not a move
- F•••••••• T••••••• I••• to N•• A•••••• S•••••••• L••left Oct 3, 2014, registered Oct 3, 2014 (0 days) · Other
- N••••••• P••• C•••••• A••••••• to F•••••••• T••••••• I•••left Sep 2, 2014, registered Jun 6, 2011 (-1184 days) · Other
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 26derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address