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VAULT WEALTH
VAULT WEALTH STRATEGIES, LLC
CRD 288541 · SEC 801-110614
600 NW 23RD ST., SUITE 102, OKLAHOMA CITY, OK, 73103, United States
Phone
405-928-4422
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$61.4M
Discretionary AUM
$60.6M
Team
6 total employees; 5 advisory reps; 29 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 238 | $29.6M |
| High net worth individuals | 37 | $31.1M |
| Pension/profit sharing plans | 7 | $704K |
All web addresses on file
Official SEC filing: View on IAPD