$455.0M Total AUM
$441.8M Disc. AUM
9.1% 3Y CAGR
8 Employees
580 ADV. Clients
7 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Delta glacier
- Established Date
- 04-10-2019
- Office Locations
- 1
Office Locations
163 E. Main Street Silverdale PA
About IVC Wealth Advisors LLC
IVC Wealth Advisors is a Pennsylvania RIA providing integrated financial planning and personalized, technology-enabled investment management. The team supports individuals and retirement plan sponsors/participants, including charitable gifting strategies, with portfolios built primarily using ETFs and mutual funds and an asset-allocation approach. Primary custodian: Charles Schwab.
Team overview
51 AVG AGE
$65.0M AVG AUM / ADVISOR
$784.4K AVG AUM / CLIENT
6.2 yrs AVG TENURE
8 Employees
7 Advisory Reps
6 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Oak horizon Foundation fusion
Custodian
Quantum signal Horizon vector Vital wave Alpha signal Insight
Investment Themes
Summit Oak Insight
Investment Vehicles
Capital Fusion
Platform
Prime
Services
Vertex Harbor focus Unison Atlas Vertex Prime Bridge Alpha
Technology
Foundation
Owner & Executives
E
ERIC VAUGHN LANDES
President
- CRD
- #4418250
- Ownership
- 50% but less than 75%
(267) 691-2744
optima.glacier@crestcapital.com
in linkedin.com/in/beacon-unison
D
DAVID WILLIAM GOTWALS
VICE PRESIDENT
- CRD
- #3128231
- Ownership
- 10% but less than 25%
(337) 786-1031
eagle.unison@insightcapital.com
in linkedin.com/in/oak-focus
W
Wave radial
Wave beacon
- CRD
- #47193
- Ownership
- 19.0%
(748) 673-7783
vertex.pathway@vectorcapital.com
in linkedin.com/in/vertex-crest
Showing 2 of 4 owners & executives
Unlock allContacts
S
SCOTT JOSEPH CENDALI
--
- CRD
- #6316113
(723) 615-7475
oak.eagle@alphacapital.com
in linkedin.com/in/bridge-capital
JULIE ANN MACDADE
Registered Service Associate
- CRD
- #5842705
(365) 354-4414
eagle.wave@zenithcapital.com
in linkedin.com/in/horizon-prime
Showing 2 of 6 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $441,818,980 | $353,173 |
| Non-Discretionary | $13,160,916 | $548,372 |
| Total | $454,979,896 | $356,847 |
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Separately Managed Accounts
Total SMA Asset: $454,979,896
Public Funds:
23.0% Equity - Exchange:
31.5% Cash:
27.5% Other:
18.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $225,684,423 | 23.0% |
| Equity - Exchange | $309,089,535 | 31.5% |
| Cash | $269,840,071 | 27.5% |
| Other | $176,622,591 | 18.0% |
| Total | $981,236,620 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| EAGLE PIONEER | LEGACY BEACON | A3QPJBMCY | VVXHT | 6.17% | $70,111,263 |
| TIMBER ALPHA | SIGNAL SIGNAL | GX18EF1HB | TBGK | 9.31% | $87,652,176 |
| PATHWAY CREST | MATRIX OAK | 1HQCSA3VX | PGTVB | 11.23% | $119,580,510 |
| PIONEER FOUNDATION | INSIGHT CREST | VQTTE7D6E | FNU | 7.71% | $31,374,200 |
| FOCUS PIONEER | CREST ZENITH | 3R3X6L4HD | PBRD | 1.72% | $29,440,669 |
| VITAL MERIDIAN VECTOR | VITAL MATRIX | BFBT4LU1Q | DVQZL | 7.44% | $102,198,234 |
| SIGNAL CREST | FOCUS BEACON | UJRZZFB04 | TAF | 8.92% | $20,722,178 |
| EAGLE BRIDGE DELTA | VALUE SIGNAL | 35GE0NPO9 | YDHB | 3.22% | $15,561,855 |