Ashley Witt Israel
Investment adviser representative at Vandalia Wealth
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$249.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Vandalia WealthApr 2026 to now
- Vandalia Wealth Management IncorporatedApr 2026 to now
- Forvis Mazars Wealth Advisors LLCJun 2022 to Apr 2026
- Dixon Hughes Goodwin Wealth Advisors LLCAug 2012 to May 2022
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (NC).
Vandalia Wealth
Legal name: Vandalia Wealth Management Incorporated
$249.6MAssets managed
469Clients
14Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6106742
- Firm CRD
- 340089