Ivc Wealth Advisors Llc
- Regulatory AUM
- $455M
- Discretionary
- $442M
- Clients
- 580
- Avg AUM / client
- $784K
- Accounts
- 1,275
- Employees
- 8
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jan 16, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 431 | $154M | 33.9% |
| High net worth individuals | 87 | $280M | 61.6% |
| Pension and profit sharing plans | 40 | $1.2M | 0.27% |
| Charitable organizations | 11 | $6.0M | 1.31% |
| Corporations and other businesses | 11 | $13.2M | 2.91% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Simpson Senior Services, Inc. 403(b)(7) Retirement Plan Simpson Senior Services, Inc. | Bala Cynwyd, PA | 2024 |
| Godshall's Quality Meats, Inc. 401(k) Plan Godshall's Quality Meats, Inc. | 2024 | |
| Tci Holding Company, Inc. 401(k) Plan Tci Holding Company, Inc. | 2024 | |
| Tunnell Consulting, Inc. 401(k) Plan Tci Holding Company, Inc. | 2021 |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| David William Gotwals | Vice President | Chartered Financial Consultant | Aug 2014 (12y) | 10% – 25% |
| Eric Vaughn Landes | President & Mayor | Aug 2014 (12y) | 50% – 75% | |
| Ronald Jack Joyce | Vice President & Treasurer | Aug 2014 (12y) | 10% – 25% | |
| Paul Joseph Mccolgan | Chief Compliance Officer | Apr 2019 (7y) | Less than 5% | |
| Julie Ann Macdade | Registered representative | Sep 2021 (5y) | ||
| Scott Joseph Cendali | Registered representative | Dec 2022 (4y) |
Undisclosed: 0% – 30% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (4)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Simpson Senior Services, Inc. 403(b)(7) Retirement Plan | Simpson Senior Services, Inc. | 570 | $11.5M | 01/01/2024 |
| Godshall's Quality Meats, Inc. 401(k) Plan | Godshall's Quality Meats, Inc. | 368 | $29.1M | 01/01/2024 |
| Tci Holding Company, Inc. 401(k) Plan | Tci Holding Company, Inc. | 214 | $18.5M | 01/01/2024 |
| Tunnell Consulting, Inc. 401(k) Plan | Tci Holding Company, Inc. | 170 | $10.1M | 01/01/2021 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 01/16/2026 | 907 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $433M (95% of AUM) Jan 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jan 16, 2026.
View current Form ADV (SEC/IAPD) ↗