Vault Private Wealth

Overview

Vault Private Wealth is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves individuals and families on a fee basis tied to assets under management. Its advisory menu centers on financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and the selection of other advisers — indicating a degree of reliance on external managers or sub-advisers when appropriate. Vault Private Wealth identifies as a capital allocator but is not registered as a multi-state adviser and does not position itself as an active ESG investor.

Assets & Accounts

Investments & Alternatives