Vandalia Wealth

EST. AUM
$249,574,253

CONTACTS
5

CLIENT ACCOUNTS
469

Firm Details

Metro area Charleston, WV
CRD Number 340089
Website vandaliawealth.com
Client types

Overview

Vandalia Wealth Management is a collaborative wealth advisory practice providing investment management, financial planning, tax coordination, estate planning guidance, and retirement solutions for individuals and businesses. The firm operates as a dba of Axxcess Wealth Management, LLC, a registered investment adviser.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Vandalia Wealth

Platform Details

Investment Preferences

Alternative Activity

Address

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