Data / Investment advisers / West Virginia / Vandalia Wealth
Vandalia Wealth, Charleston, WV: $250 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Vandalia Wealth is an SEC registered investment adviser with its main office in Charleston, West Virginia and reports $250 million in regulatory assets under management in its Form ADV filed July 10, 2026. Its clients include high net worth individuals and individuals. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Vandalia Wealth (CRD number 340089): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 340089
- SEC file number
- 801-135365
- SEC status
- Approved, effective February 19, 2026
- Legal name
- Vandalia Wealth Management Incorporated
- Main office
- 500 Corporate Landing Suite 201, Charleston, WV 25311
- Phone
- (304) 915-0260
- Regulatory AUM
- $249,574,253 in the Form ADV filed July 10, 2026
- Discretionary AUM
- $249,574,253
- Accounts
- 469
- Employees
- 22, of which 15 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 5
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- July 10, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 25 | $124.9 million |
| Individuals (other than high net worth individuals) | 444 | $124.7 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| July 1, 2026 | $249.6 million | June 16, 2026 |
| March 2, 2026 | Not listed | January 20, 2026 |
Other advisers in West Virginia
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Commonwealth Financial Services | Vienna | $994.7 million | Not listed | adviserinfo.sec.gov |
| Wesbanco Investment Department | Wheeling | $892.6 million | Not listed | adviserinfo.sec.gov |
| Hoxton Planning & Management, LLC | Shepherdstown | $591.5 million | Not listed | adviserinfo.sec.gov |
| United Brokerage Services Inc | Parkersburg | $372.3 million | Not listed | adviserinfo.sec.gov |
| Fort Henry Capital, LLC | Wheeling | $278.5 million | Not listed | adviserinfo.sec.gov |
| Ironwood Wealth Management, Inc. | Hurricane | $233.1 million | Not listed | adviserinfo.sec.gov |
| Huffman & Ross Wealth Management LLC | Morgantown | $210 million | Not listed | adviserinfo.sec.gov |
| Steeloaks Investment Advisers, Inc. | Weirton | $131 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in West Virginia
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Vandalia Wealth on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.