Vault Private Wealth
Firm details
- Headquarters
- ,
- CRD number
- 332488
- Website
- www.vaultprivate.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI58.3%
- Individuals41.7%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Vault Private Wealth is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves primarily individual and family clients and bills on a percentage-of-assets-under-management basis. Its advisory scope includes comprehensive financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and the selection of outside advisers. Vault Private Wealth identifies as a capital allocator; it is not flagged as an active ESG investor, a multi-state adviser, or a pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds92%
- Exchange Traded Equities8%
Contacts
1 of 1
Wesley English
OwnerCRD 6042523
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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