Vandalia Wealth
Vandalia Wealth is an SEC-registered mass-market adviser in Charleston, WV with $249.6M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Vandalia Wealth: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 340089, SEC 801-135365, data through 2026-06-16.
- AUM (assets under management / regulatory AUM)
- $249.6M (2026-06-16)
- Firm type
- Mass-Market Adviser
- Location
- Charleston, WV
- Employees
- 22
- Clients
- 469
- CRD
- 340089
- Ownership
- JONES, JOHN, MICHAEL; MCILVAINE, IAN, SCOTT
How much AUM does Vandalia Wealth have?
Vandalia Wealth reported $249.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-16).
Who owns Vandalia Wealth?
Disclosed owners and executives of Vandalia Wealth include JONES, JOHN, MICHAEL, MCILVAINE, IAN, SCOTT. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.