VANDALIA WEALTH

Overview

Vandalia Wealth is a recently formed corporate adviser that describes itself as a capital allocator and offers core advisory services to individuals and small businesses. Its stated service set includes financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of other advisers. The firm reports a mixed fee model that can include a percentage-of-AUM component as well as hourly and fixed fees. The firm indicates it is not an active ESG investor. Ownership is listed as individual and the firm is identified as newly formed and SEC-registered in 2026. Vandalia Wealth also notes that it works with third-party managers as part of its allocation approach.

Assets & Accounts

Investments & Alternatives

Location & Offices