VAULT PRIVATE WEALTH

VAULT PRIVATE WEALTH is an SEC-registered investment adviser (CRD 332488). Regulatory assets under management: $5.4M.

Registration

• CRD: 332488
• Type: Registered investment adviser
• Phone: 609-285-3322
• Latest filing: 2026-01-28
• Regulatory AUM: $5.4M
• Discretionary AUM: $5.3M
• Non-discretionary AUM: $105K
• Clients: 1
• Accounts: 49

Business model

Compensation: % of AUM.

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

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 332488 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search