VAULT FINANCIAL, LLC

VAULT FINANCIAL, LLC is an SEC-registered investment adviser (CRD 146609). Regulatory assets under management: $36.7M.

Registration

• CRD: 146609
• Type: Registered investment adviser
• Phone: 602-999-0717
• Latest filing: 2026-03-25
• Regulatory AUM: $36.7M
• Discretionary AUM: $35.4M
• Non-discretionary AUM: $1.4M
• Clients: 1
• Accounts: 102

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 146609 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search