# Vault Private Wealth

> Vault Private Wealth is a state-registered investment advisory firm in Princeton, NJ, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 28, 2026.

- CRD: 332488
- Filed as: VAULT PRIVATE WEALTH
- Legal name: Vault Private Wealth LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Princeton, NJ
- Filing period: October 2026
- Form ADV filing dated: January 28, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/332488
- AdvisorCensus page: https://advisorcensus.com/firm/vault-private-wealth-princeton-nj-332488

## Quick answers

**How is Vault Private Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), Vault Private Wealth reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Vault Private Wealth located?**
Vault Private Wealth's principal office is in Princeton, NJ, according to its Form ADV.

**Is Vault Private Wealth registered with the SEC or a state?**
Vault Private Wealth is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 332488.

**How much does Vault Private Wealth manage?**
Vault Private Wealth reports $5,378,789 in regulatory assets under management in its Form ADV filing dated January 28, 2026 (98% discretionary).

**What types of clients does Vault Private Wealth serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (17); high net worth individuals (6).

**Does Vault Private Wealth report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/332488

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $5,378,789
- Discretionary: $5,273,700
- Non-discretionary: $105,089

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 17 | $2,243,160 |
| High net worth individuals | 6 | $3,135,629 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NJ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [vaultprivate.com](https://vaultprivate.com)
- Facebook @vaultprivatewealth
- Instagram @vaultprivatewealth
- LinkedIn @vaultprivatewealth
- LinkedIn @wes7english
- YouTube @VaultPrivateWealth

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Vault Private Wealth (CRD 332488): Form ADV filing data as of October 2026.