VAULT WEALTH

Overview

Vault Wealth is an independent registered investment adviser organized as a limited liability company that serves individuals, families and smaller institutional clients. The firm runs an equity-first investment program, tilting client portfolios toward exchange-traded equities and ETFs as core holdings while supplementing those positions with mutual funds where appropriate. Most client relationships are managed on a discretionary basis, and the firm offers a mix of advisory services that extends beyond portfolio management to financial planning and pension consulting. Vault Wealth also operates business lines in real estate brokerage, insurance brokerage and accounting, which it weaves into client planning and wealth-management conversations. Fee arrangements are flexible: the firm charges asset-based fees alongside hourly and fixed-fee options for planning or consulting engagements. Vault Wealth does not identify as an active ESG investor and is not characterized as a multi-state adviser in its regulatory snapshot.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices