VAULTIS PRIVATE WEALTH LTD

VAULTIS PRIVATE WEALTH LTD is an SEC-registered investment adviser (CRD 288118). Regulatory assets under management: $75.2M.

Registration

• CRD: 288118
• Type: Registered investment adviser
• Phone: 513-505-2496
• Latest filing: 2026-03-30
• Regulatory AUM: $75.2M
• Discretionary AUM: $71.7M
• Non-discretionary AUM: $3.5M
• Clients: 2
• Accounts: 89

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 288118 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search