Vandalia Wealth Management Incorporated
- Regulatory AUM
- $250M
- Discretionary
- $250M
- Clients
- 469
- Avg AUM / client
- $532K
- Accounts
- 469
- Employees
- 22
AUM over time
Annual snapshots from Form ADV filings · as of Jul 10, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 444 | $125M | 50.0% |
| High net worth individuals | 25 | $125M | 50.0% |
People (15)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Ian Scott Mcilvaine | Registered representative | Apr 2026 (0y) | ||
| John Michael Jones | Registered representative | Apr 2026 (0y) | ||
| Justin Mark Bonavitacola | Registered representative | Apr 2026 (0y) | ||
| Ashley Witt Israel | Registered representative | CFP | Apr 2026 (0y) | |
| Caleb Joe Casto | Registered representative | CFP | Apr 2026 (0y) | |
| Chelsea Marie Weiss | Registered representative | Apr 2026 (0y) | ||
| Lois Ann Crichton | Registered representative | Apr 2026 (0y) | ||
| Luke Andrew Mc Clure | Registered representative | Apr 2026 (0y) | ||
| Michael Dean Cavendish | Registered representative | Apr 2026 (0y) | ||
| Kathryn M Lester | Registered representative | May 2026 (0y) | ||
| Jonathan Dorsey | Registered representative | CFP | Jun 2026 (0y) | |
| Jason Andrew Lunsford | Registered representative | Jul 2026 (0y) | ||
| Jeffrey Owen Borman | Registered representative | Jul 2026 (0y) | ||
| Dorsey Webster Tyndall | Registered representative | Jul 2026 (0y) | ||
| John Davis Fleming | Registered representative | CFP | Jul 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/10/2026 | 955 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $250M (100% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 10, 2026.
View current Form ADV (SEC/IAPD) ↗