This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$250MItem 5.F on the latest filing (2026-07-10); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$250M

Private client RAUM

$250MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

14

RAUM per advisor

$17.8Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

22

Advisory employees

15

Offices

5Schedule D 1.F, beyond the principal office

Accounts

469

Individual clients

444

High net worth clients

25

SEC number

801-135365

CRD

340089

Filings on the tape

5

First filed

Jan 20, 2026

Latest filed

Jul 10, 2026

Organised

Corporation, WV

• Occurred

  Sep 4, 2026
  Advisor changed firm

  Justin Mark Bonavitacola left Vandalia Wealth for Edward Jones (registered 2026-09-04)

  Form ADVobserved 4 days ago
• Occurred

  Jul 2, 2026
  Team lift-out

  2 advisors left Axxcess Wealth Management, LLC (Carlsbad, CA) for Vandalia Wealth on the same day

  Form ADVobserved 2 days ago
  2 advisors

Graph

RIA / Wealth Management

Canonical id

dfx:ria:453813d4-e09b-d876-0df1-93d17d40f9df

First observed

Jan 20, 2026

Last observed

Jul 10, 2026 2 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.