Vaultis Private Wealth Ltd

Overview

Vaultis Private Wealth Ltd is an independent registered investment adviser structured as a limited liability company that serves both individual/family and institutional clients. The firm operates as a capital allocator, providing financial planning and discretionary portfolio management alongside hourly and fixed-fee engagement options. Its advisory scope includes portfolio management for individuals, small businesses and institutions, pension consulting services, selecting outside advisers and running educational workshops. Investment activity centers on publicly traded equities and exchange-traded products as the primary building blocks of client portfolios, with a clear tilt toward liquid, tradable positions. The firm runs predominantly discretionary mandates, allowing it to implement tax, sector and factor tilts when appropriate. Vaultis is not an active ESG investor and does not present itself as a multi-state or affiliated adviser.

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Public Holdings

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Location & Offices