# VANDALIA WEALTH MANAGEMENT INCORPORATED

VANDALIA WEALTH MANAGEMENT INCORPORATED of CHARLESTON, WV is an SEC-registered investment adviser.

## Registration

- CRD: 340089
- Type: SEC-registered investment adviser
- SEC file number: 801-135365
- Location: 500 CORPORATE LANDING, SUITE 201, CHARLESTON, WV, 25311
- Phone: 304-915-0260
- Latest filing: 2026-07-10
- Regulatory AUM: $249.6M
- Discretionary AUM: $249.6M
- Clients: 22
- Accounts: 469

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| John Michael Jones | PRESIDENT, CHIEF OPERATING OFFICER, AND WEALTH ADVISOR | — |
| Ian Scott Mcilvaine | CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER, AND WEALTH ADVISOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/340089/brochure
- Similar advisers: https://search.stillhousedata.com/firm/340089/similar
- Related entities: https://search.stillhousedata.com/firm/340089/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/340089

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.
