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| Vandalia Wealth Management Incorporated
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|---|---|
| CRD # | 340089 |
| SEC # | 801-135365 |
| CIK # | |
| AUM | $249.6 M (2026-06-16) |
| Employees | 22 (68% Investors, 0% Brokers) |
| Phone | 304-915-0260 |
| Address | 500 Corporate Landing Charleston, WV 25311 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 444 | 124.7 |
| (b) Individuals (high net worth individuals) | 25 | 124.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 469 | 249.6 |
| By Discretionary | ||
| Discretionary | 469 | 249.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 469 | 249.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 249.6 | |
| Total | 469 | 249.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Beadell A D Investment Counsel Inc
✚
|
WI | 0.3 |
|
Firstrust LLC
✚
|
FL | 0.2 |
|
WD Rutherford LLC
✚
|
OR | 0.2 |
|
Dean Wealth Partners LLC
✚
|
TX | 0.2 |
|
Tidecrest Wealth Management LLC
✚
|
CA | 0.2 |
|
Braun-Bostich & Associates Inc
✚
|
PA | 0.2 |
|
Processus Wealth & Capital Management LLC
✚
|
0.2 | |
|
Prairie Rivers Investments LLC
✚
|
IL | 0.2 |
|
E Batoff & Co Inc
✚
|
FL | 0.2 |
|
Guided Capital Wealth Management LLC
✚
|
TX | 0.2 |