Vandalia Wealth

CRD 340089 · Charleston, WV · $249.6M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 340089
SEC number: 801-135365
Firm type: RIA
Assets under management: $249.6M as of Jun 16, 2026
Website: www.linkedin.com/company/vandalia-wealth-management ↗
Phone: 304-915-0260
Address: 500 Corporate Landing, Charleston, WV, 25311

Advisors at this firm

15 in our index · page 1 of 1

Justin Mark BonavitacolaCRD 5442755 · Cranberry Township, PA

IA RegisteredRegistration inactive
Jeffrey Owen BormanCRD 5985262 · Charleston, WV

IA Registered
Michael Dean CavendishCRD 1029421 · Beckley, WV

IA RegisteredRegistration inactive

Disclosure event(s) on record
Lois Ann CrichtonCRD 2132522 · Charleston, WV

IA RegisteredRegistration inactive
Caleb Joe CastoCRD 6935244 · Charleston, WV

IA RegisteredRegistration inactive
Jonathan DorseyCRD 5609770 · Beckley, WV

IA RegisteredBroker
John Davis FlemingCRD 6592334 · Greenville, NC

IA RegisteredRegistration inactive
Ashley Witt IsraelCRD 6106742 · Asheville, NC

IA Registered
John Michael JonesCRD 2650351 · Charleston, WV

IA RegisteredRegistration inactive

Disclosure event(s) on record
Kathryn M LesterCRD 3178276 · Charleston, WV

IA RegisteredRegistration inactive

Disclosure event(s) on record
Jason Andrew LunsfordCRD 4240896 · Charleston, WV

IA Registered
Ian Scott McilvaineCRD 5810481 · Charleston, WV

IA RegisteredRegistration inactive
Luke Andrew McclureCRD 7121309 · Charleston, WV

IA RegisteredRegistration inactive
Dorsey Webster TyndallCRD 2900880 · Greenville, NC

IA Registered
Chelsea Marie WeissCRD 8200826 · Charleston, WV

IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.