Investment adviser · CRD 288541

VAULT WEALTH STRATEGIES, LLC

Investment adviser filing (IA)

VAULT FINANCIAL SOLUTIONS, LLC

NORMAN, OK, United States · Form ADV filed Aug 31, 2017

Regulatory AUM
$3M
Form ADV · Item 5.F
Client accounts
15
Accounts, not individual clients
Employees
2
Reported in this filing
Advisory professionals
1
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Aug 31, 2017. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting

Compensation

Percentage of assets · Hourly · Fixed

Principal office

617 24TH AVENUE SW
NORMAN, OK, 73069, United States

CRD 288541

Filing source

Form ADV 1133940 · Aug 31, 2017 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.