VAULT WEALTH
VAULT WEALTH of OKLAHOMA CITY, OK is an SEC-registered investment adviser (CRD 288541). Regulatory assets under management: $61.4M.
Registration
- CRD: 288541
- SEC file number: 801-110614
- Type: Registered investment adviser
- Location: 600 NW 23RD ST., OKLAHOMA CITY, OK, 73103
- Phone: 405-928-4422
- Latest filing: 2026-01-26
- Regulatory AUM: $61.4M
- Discretionary AUM: $60.6M
- Non-discretionary AUM: $812K
- Clients: 6
- Accounts: 282
Business model
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pensions.
Officers, owners & control persons (1)
| Name | Role | Location |
|---|
| MILHOLLAND LUKE ZACHARY | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
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