RIA Intel›Advisers›New Jersey›VAULT PRIVATE WEALTH LLC

VAULT PRIVATE WEALTH LLC

Advisory

NJ

Data as of Jan 28, 2026 · Source: SEC Form ADV

Average account

$110K

across 49 accounts

AUM per adviser

$5M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 28, 2026.

Total AUM

$5M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$5M

Discretionary AUM$5M

Non-Discretionary AUM$105K

Discretionary %98%

Total Clients23

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNJ

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

23 clients

6 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in NJ

Closest by assets under management. All figures from Form ADV.

ROSEDALE ASSET MANAGEMENT, LLC

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OCEANUS CAPITAL MANAGEMENT LLC

SHORT HILLS, NJ

$6M

KELLER WEALTH MANAGEMENT LLC

$6M

JOSEPH C. KELLY & ASSOCIATES, INC.

$5M

APOSTOLIC FINANCIAL ADVISORS, LLC

$6M

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