| 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 |
Vandalia Wealth Management Incorporated reports $249.6 million in regulatory assets under management on its Form ADV.
Vandalia Wealth Management Incorporated reports 22 employees.
Vandalia Wealth Management Incorporated is based in Charleston, WV and has been SEC-registered since 2026.
Vandalia Wealth Management Incorporated is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $249.6M |
| Non-discretionary | $0 |
| Total (RAUM) | $249.6M |