# Vault Wealth

> Vault Wealth is a state-registered investment advisory firm in Oklahoma City, OK, registered since 2017, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 26, 2026.

- CRD: 288541
- Filed as: VAULT WEALTH
- Legal name: Vault Wealth Strategies, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Oklahoma City, OK
- Filing period: October 2026
- Form ADV filing dated: January 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/288541
- AdvisorCensus page: https://advisorcensus.com/firm/vault-wealth-oklahoma-city-ok-288541

## Quick answers

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

**Where is Vault Wealth located?**
Vault Wealth's principal office is in Oklahoma City, OK, according to its Form ADV.

**Is Vault Wealth registered with the SEC or a state?**
Vault Wealth is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 288541.

**How much does Vault Wealth manage?**
Vault Wealth reports $61,418,202 in regulatory assets under management in its Form ADV filing dated January 26, 2026 (99% discretionary).

**What types of clients does Vault Wealth serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (238); high net worth individuals (37); pension and profit sharing plans (but not the plan participants or government pension plans) (7).

**Does Vault 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/288541

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $61,418,202
- Discretionary: $60,606,378
- Non-discretionary: $811,824

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 238 | $29,607,650 |
| High net worth individuals | 37 | $31,106,800 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 7 | $703,752 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2017 (8 years)
- Employees: 6 total, 5 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: OK
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- vaultwealth.us
- Facebook @VAULTWEALTHSTRATEGIES
- Instagram @vaultwealthstrategies
- LinkedIn @22345176

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Vault Wealth (CRD 288541): Form ADV filing data as of October 2026.