Hedge Fund Database

IVC WEALTH ADVISORS LLC

Adviser information for IVC WEALTH ADVISORS LLC last updated from Form ADV on March 22nd, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Pennsylvania, United States

Employees

Total Number of Employees 8
Investment Advisory/Research 7
Registered Broker-Dealer Representatives 5
Registered State Investment Advisers 6
Licensed Agents of an Insurance Company 6
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 1,158 $357.5M
Non-Discretionary 15 $460,495
Total 1,173 $358.0M

Clients

Type Number RAUM
Individuals 426 $118.3M
HNW Individuals 75 $194.5M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 45 $16.0M
Charitable organizations 12 $11.7M
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 12 $17.5M
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0

Services

Advisory Services Portfolio management for individuals and/or small businessesPension consulting services
Compensation % of AUMFixed fees
Other Business Activities Insurance broker or agent

Identifiers

SEC RIA File Number 801-114980
SEC ERA File Number 801-114980
SEC CIK Numbers 1842811
SEC CRD Numbers 301127
Legal Entity Identifier None

Principal Office

163 E. MAIN STREET
SILVERDALE
PA
United States
Monday - Friday, 8:00 AM - 5:00 PM
Tel: (215)-392-6631, Fax: (215)-253-5262

Websites

www.facebook.com/ivcwealth/ www.ivcwealth.com www.linkedin.com/company/ivc-wealth-advisors-llc/

Chief Compliance Officer

PAUL JOSEPH MCCOLGAN
CHIEF COMPLIANCE OFFICER
163 E. MAIN STREET
SILVERDALE
PA
United States
Tel: (215)-392-6631
Fax: (215)-253-5262
(Full email address available in API data)

Regulatory Contact

DAVID WILLIAM GOTWALS
VICE PRESIDENT
163 E. MAIN STREET
SILVERDALE
PA
United States
Tel: (215)-392-6631
Fax: (215)-253-5262
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
JOYCE, RONALD, JACK Individual – VICE PRESIDENT & TREASURER 08/2014 10-25%
GOTWALS, DAVID, WILLIAM Individual – VICE PRESIDENT 08/2014 10-25%
LANDES, ERIC, VAUGHN Individual – PRESIDENT & MAYOR 08/2014 50-75%
MCCOLGAN, PAUL, JOSEPH Individual – CHIEF COMPLIANCE OFFICER 08/2019 < 5%

No. Employees, Historic

105020192020202120222023202420256 on 4/18/20196 on 4/25/20196 on 7/10/20196 on 8/8/20196 on 11/4/20196 on 12/5/20196 on 12/10/20196 on 2/7/20206 on 2/7/20206 on 2/20/20207 on 4/15/20207 on 5/4/20207 on 5/14/20207 on 9/16/20207 on 12/16/20207 on 2/3/20217 on 2/22/20217 on 7/21/20218 on 9/10/20217 on 9/29/20217 on 11/4/20217 on 1/20/20227 on 3/31/20226 on 8/15/20226 on 9/8/20225 on 10/21/20228 on 1/19/20238 on 1/31/20238 on 8/4/20238 on 9/7/20238 on 1/29/20248 on 3/22/2024

RAUM, Historic

400M200M020192020202120222023202420250 on 4/18/20190 on 4/25/2019154920286 on 7/10/2019154920286 on 8/8/2019154920286 on 11/4/2019154920286 on 12/5/2019154920286 on 12/10/2019226672042 on 2/7/2020226672042 on 2/7/2020226672042 on 2/20/2020226672042 on 4/15/2020226672042 on 5/4/2020226672042 on 5/14/2020252716985 on 9/16/2020252716985 on 12/16/2020285259283 on 2/3/2021285259283 on 2/22/2021285259283 on 7/21/2021285259283 on 9/10/2021285259283 on 9/29/2021337778584 on 11/4/2021345393755 on 1/20/2022345393755 on 3/31/2022345393755 on 8/15/2022345393755 on 9/8/2022345393755 on 10/21/2022345393755 on 1/19/2023318287898 on 1/31/2023318287898 on 8/4/2023318287898 on 9/7/2023357951896 on 1/29/2024357951896 on 3/22/2024

No. Clients, Historic

600300020192020202120222023202420250 on 4/18/20190 on 4/25/2019257 on 7/10/2019257 on 8/8/2019257 on 11/4/2019257 on 12/5/2019257 on 12/10/2019445 on 2/7/2020445 on 2/7/2020445 on 2/20/2020445 on 4/15/2020445 on 5/4/2020445 on 5/14/2020474 on 9/16/2020474 on 12/16/2020486 on 2/3/2021486 on 2/22/2021486 on 7/21/2021486 on 9/10/2021486 on 9/29/2021517 on 11/4/2021562 on 1/20/2022562 on 3/31/2022562 on 8/15/2022562 on 9/8/2022562 on 10/21/2022562 on 1/19/2023551 on 1/31/2023551 on 8/4/2023551 on 9/7/2023570 on 1/29/2024570 on 3/22/2024

Holdings

From latest 13F, filed July 16th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
3M CO COM 586K 6K –
ABBVIE INC COM 275K 2K –
ACCENTURE PLC IRELAND SHS CLASS A 357K 1K –
ADOBE INC COM 2M 4K –
ADVANCED MICRO DEVICES INC COM 696K 4K –
ALLIANT ENERGY CORP COM 234K 5K –
ALLSTATE CORP COM 2M 10K –
ALPHABET INC CAP STK CL A 248K 1K –
AMAZON COM INC COM 937K 5K –
AMERICAN TOWER CORP NEW COM 267K 1K –
AMETEK INC COM 1M 6K –
AMGEN INC COM 435K 1K –
ANALOG DEVICES INC COM 741K 3K –
APPLE INC COM 14M 68K –
AT&T INC COM 211K 11K –
AUTONATION INC COM 2M 10K –
AUTOZONE INC COM 270K 91 –
BANK NEW YORK MELLON CORP COM 447K 7K –
BERKSHIRE HATHAWAY INC DEL CL B NEW 557K 1K –
BLACKSTONE INC COM 439K 4K –
BOEING CO COM 316K 2K –
BRISTOL-MYERS SQUIBB CO COM 232K 6K –
BROADCOM INC COM 356K 222 –
CASSAVA SCIENCES INC COM 165K 13K –
CATERPILLAR INC COM 1M 4K –
CHENIERE ENERGY INC COM NEW 766K 4K –
CHEVRON CORP NEW COM 319K 2K –
CISCO SYS INC COM 931K 20K –
CITIGROUP INC COM NEW 215K 3K –
CITIZENS & NORTHN CORP COM 2M 103K –
CLOROX CO DEL COM 380K 3K –
COCA COLA CO COM 821K 13K –
CONOCOPHILLIPS COM 943K 8K –
CONSOLIDATED EDISON INC COM 314K 4K –
COSTAR GROUP INC COM 948K 13K –
CROWDSTRIKE HLDGS INC CL A 398K 1K –
CROWN CASTLE INC COM 645K 7K –
CSX CORP COM 245K 7K –
DANAHER CORPORATION COM 271K 1K –
DEERE & CO COM 306K 819 –
DEVON ENERGY CORP NEW COM 748K 16K –
DISNEY WALT CO COM 234K 2K –
DOW INC COM 603K 11K –
EATON CORP PLC SHS 1M 5K –
ELI LILLY & CO COM 2M 2K –
EOG RES INC COM 1M 8K –
EXXON MOBIL CORP COM 842K 7K –
FEDEX CORP COM 573K 2K –
FIRST TR EXCHANGE-TRADED FD SENIOR LN FD 551K 12K –
FISERV INC COM 255K 2K –
GENERAC HLDGS INC COM 271K 2K –
GLOBAL X FDS GLBX SUPRINC ETF 96K 10K –
GOLDMAN SACHS GROUP INC COM 268K 592 –
HALLIBURTON CO COM 370K 11K –
HARTFORD FINL SVCS GROUP INC COM 288K 3K –
HOME DEPOT INC COM 501K 1K –
INTEL CORP COM 536K 17K –
INTERNATIONAL BUSINESS MACHS COM 1M 7K –
INTERNATIONAL PAPER CO COM 310K 7K –
INVESCO BD FD COM 169K 11K –
INVESCO EXCHANGE TRADED FD T LARGE CAP VALUE 236K 4K –
IQVIA HLDGS INC COM 714K 3K –
ISHARES INC CORE MSCI EMKT 480K 9K –
ISHARES TR CRE U S REIT ETF 208K 4K –
ISHARES TR TIPS BD ETF 764K 7K –
ISHARES TR USD INV GRDE ETF 4M 83K –
ISHARES TR MBS ETF 371K 4K –
ISHARES TR ISHS 1-5YR INVS 2M 42K –
J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM 2M 42K –
J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 9M 158K –
JANUS DETROIT STR TR HENDRSON AAA CL 4M 69K –
JOHNSON & JOHNSON COM 2M 11K –
JOHNSON CTLS INTL PLC SHS 289K 4K –
JPMORGAN CHASE & CO. COM 796K 4K –
KIMBERLY-CLARK CORP COM 1M 7K –
KNIFE RIVER CORP COMMON STOCK 349K 5K –
LOWES COS INC COM 265K 1K –
LYONDELLBASELL INDUSTRIES N SHS - A - 1M 12K –
MARATHON PETE CORP COM 428K 2K –
MARRIOTT INTL INC NEW CL A 248K 1K –
MCDONALDS CORP COM 1M 5K –
MEDTRONIC PLC SHS 546K 7K –
MERCK & CO INC COM 3M 22K –
META PLATFORMS INC CL A 3M 6K –
MICROCHIP TECHNOLOGY INC. COM 301K 3K –
MICROSOFT CORP COM 1M 3K –
MORGAN STANLEY COM NEW 241K 2K –
MOTOROLA SOLUTIONS INC COM NEW 1M 3K –
NATIONAL FUEL GAS CO COM 305K 6K –
NETFLIX INC COM 682K 1K –
NEWMONT CORP COM 695K 17K –
NORTHWEST BANCSHARES INC MD COM 123K 11K –
NUCOR CORP COM 582K 4K –
NUVEEN MUN VALUE FD INC COM 111K 13K –
NVIDIA CORPORATION COM 4M 31K –
ORACLE CORP COM 223K 2K –
PACER FDS TR PACER US SMALL 1M 34K –
PACER FDS TR DEVELOPED MRKT 3M 84K –
PACER FDS TR PAC ASSET FLTG 416K 9K –
PACER FDS TR US CASH COWS 100 7M 121K –
PAYCHEX INC COM 2M 14K –
PEPSICO INC COM 1M 6K –
PFIZER INC COM 381K 14K –
PHILLIPS 66 COM 385K 3K –
PROCTER AND GAMBLE CO COM 437K 3K –
PRUDENTIAL FINL INC COM 2M 14K –
PUBLIC STORAGE OPER CO COM 421K 1K –
PUBLIC SVC ENTERPRISE GRP IN COM 952K 13K –
REPUBLIC SVCS INC COM 1M 6K –
RIO TINTO PLC SPONSORED ADR 643K 10K –
RTX CORPORATION COM 430K 4K –
S&P GLOBAL INC COM 260K 582 –
SALESFORCE INC COM 583K 2K –
SCHWAB STRATEGIC TR US LCAP GR ETF 476K 5K –
SCHWAB STRATEGIC TR US LCAP VA ETF 7M 98K –
SCHWAB STRATEGIC TR US TIPS ETF 202K 4K –
SCHWAB STRATEGIC TR INTL SCEQT ETF 273K 8K –
SCHWAB STRATEGIC TR US REIT ETF 301K 15K –
SNOWFLAKE INC CL A 213K 2K –
SOLVENTUM CORP COM SHS 335K 6K –
SONOCO PRODS CO COM 282K 6K –
SOUTHERN CO COM 606K 8K –
SPDR GOLD TR GOLD SHS 397K 2K –
SPDR INDEX SHS FDS PORTFOLIO DEVLPD 418K 12K –
SPDR S&P 500 ETF TR TR UNIT 618K 1K –
SPDR SER TR RUSSELL YIELD 287K 3K –
SPDR SER TR S&P 400 MDCP GRW 276K 3K –
STARBUCKS CORP COM 521K 7K –
STRYKER CORPORATION COM 838K 2K –
TARGET CORP COM 224K 2K –
TELEFLEX INCORPORATED COM 622K 3K –
TESLA INC COM 598K 3K –
TEXAS INSTRS INC COM 209K 1K –
THERMO FISHER SCIENTIFIC INC COM 318K 575 –
TJX COS INC NEW COM 342K 3K –
TRAVELERS COMPANIES INC COM 248K 1K –
TRUIST FINL CORP COM 2M 52K –
UNITED PARCEL SERVICE INC CL B 412K 3K –
UNITEDHEALTH GROUP INC COM 970K 2K –
UNIVEST FINANCIAL CORPORATIO COM 916K 40K –
US BANCORP DEL COM NEW 218K 5K –
VANECK ETF TRUST FALLEN ANGEL HG 280K 10K –
VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 476K 10K –
VANGUARD INDEX FDS MCAP GR IDXVIP 3M 15K –
VANGUARD INDEX FDS GROWTH ETF 18M 47K –
VANGUARD INDEX FDS REAL ESTATE ETF 271K 3K –
VANGUARD INDEX FDS MCAP VL IDXVIP 3M 20K –
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 336K 8K –
VANGUARD SCOTTSDALE FDS VNG RUS2000VAL 1M 8K –
VANGUARD SCOTTSDALE FDS INT-TERM CORP 476K 6K –
VANGUARD SCOTTSDALE FDS INTER TERM TREAS 383K 7K –
VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 2M 38K –
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 215K 3K –
VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 201K 3K –
VANGUARD SCOTTSDALE FDS VNG RUS2000GRW 3M 14K –
VANGUARD WORLD FD HEALTH CAR ETF 429K 2K –
VANGUARD WORLD FD INDUSTRIAL ETF 211K 897 –
VANGUARD WORLD FD CONSUM STP ETF 306K 2K –
VANGUARD WORLD FD ENERGY ETF 537K 4K –
VANGUARD WORLD FD INF TECH ETF 572K 992 –
VERIZON COMMUNICATIONS INC COM 504K 12K –
VISA INC COM CL A 1M 6K –
WASTE MGMT INC DEL COM 1M 6K –
WELLS FARGO CO NEW COM 899K 15K –
WILLIAMS COS INC COM 243K 6K –