← Back to searchVisit website
VANDALIA WEALTH
VANDALIA WEALTH MANAGEMENT INCORPORATED
CRD 340089 · SEC 801-135365
500 CORPORATE LANDING, SUITE 201, CHARLESTON, WV, 25311, United States
Phone
304-915-0260
Fax
—
Registration
Registered (APPROVED-120)
Source
SEC registered
Total AUM
$249.6M
Discretionary AUM
$249.6M
Team
22 total employees; 15 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-06-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 444 | $124.7M |
| High net worth individuals | 25 | $124.9M |
States served
CA, CO, GA, IN, KY, MD, MI, NJ, NY, NC, OH, PA, SC, TN, VA, WV, TX, FL
All web addresses on file
Official SEC filing: View on IAPD