# Vaultis Private Wealth Ltd

> Vaultis Private Wealth Ltd is a state-registered investment advisory firm, registered since 2017, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 288118
- Filed as: VAULTIS PRIVATE WEALTH LTD
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Ohio
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/288118
- AdvisorCensus page: https://advisorcensus.com/firm/vaultis-private-wealth-ltd-288118

## Quick answers

**How is Vaultis Private Wealth Ltd compensated?**
On its Form ADV (Item 5.E, October 2026), Vaultis Private Wealth Ltd reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Is Vaultis Private Wealth Ltd registered with the SEC or a state?**
Vaultis Private Wealth Ltd is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 288118.

**How much does Vaultis Private Wealth Ltd manage?**
Vaultis Private Wealth Ltd reports $75,246,657 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (95% discretionary).

**What types of clients does Vaultis Private Wealth Ltd serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (59); individuals (other than high net worth individuals) (29); pension and profit sharing plans (but not the plan participants or government pension plans) (1).

**Does Vaultis Private Wealth Ltd 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/288118

## 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: $75,246,657
- Discretionary: $71,746,657
- Non-discretionary: $3,500,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 29 | $13,221,522 |
| High net worth individuals | 59 | $58,525,135 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $3,500,000 |

### 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2017 (9 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- vaultis.com
- Facebook @vaultisprivatewealth

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Vaultis Private Wealth Ltd (CRD 288118): Form ADV filing data as of October 2026.