Vandalia Wealth Management Incorporated
● SEC registered since 2026CRD 340089SEC# 801-135365Charleston, WV
Reg. AUM
$249.6M
Employees
22
Accounts
469
Location
Charleston, WV
Vandalia Wealth Management Incorporated assets under management
Vandalia Wealth Management Incorporated is an investment advisory firm registered with the SEC based in Charleston, WV. The firm has been registered since 2026. It reports $249.6 million in regulatory assets under management and employs 22 people.
Vandalia Wealth Management Incorporated owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ian Scott McIlvaine Control | Chief Executive Officer, Chief Investment Officer, Chief Compliance Officer, And Wealth Advisor | 50-75% | 2026 |
| John Michael Jones Control | President, Chief Operating Officer, And Wealth Advisor | 50-75% | 2026 |
Frequently asked questions
How much does Vandalia Wealth Management Incorporated manage?
Vandalia Wealth Management Incorporated reports $249.6 million in regulatory assets under management on its Form ADV.
How many employees does Vandalia Wealth Management Incorporated have?
Vandalia Wealth Management Incorporated reports 22 employees.
Where is Vandalia Wealth Management Incorporated located?
Vandalia Wealth Management Incorporated is based in Charleston, WV and has been SEC-registered since 2026.
Does Vandalia Wealth Management Incorporated disclose fund performance?
Vandalia Wealth Management Incorporated is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 500 Corporate Landing, Suite 201, Charleston, WV 25311 |
| Phone | 304-915-0260 |
| Office hours | By Appointment |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
How this firm compares
Regulatory AUMTop 68%
Larger than 32% of 16,271 advisers
EmployeesTop 22%
More than 78% of 16,825 advisers
Assets under management
$249.6Mregulatory AUM
Discretionary $249.6M