RIA Intel›Advisers›Oklahoma›VAULT WEALTH STRATEGIES, LLC

VAULT WEALTH STRATEGIES, LLC

Advisory

OKLAHOMA CITY, OK

Data as of Jan 26, 2026 · Source: SEC Form ADV

Rank in OK
#122
of 142 advisers by AUM
Average account
$218K
across 282 accounts
AUM per adviser
$12M
5 advisers
Filing history
5
filings since 2017

Source: SEC Form ADV. Figures as filed Jan 26, 2026.

Total AUM
$61M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
6
Assets Under Management
Total AUM$61M
Discretionary AUM$61M
Non-Discretionary AUM$812K
Discretionary %98.7%
Total Clients282
Team
Total Employees6
Investment Advisers5
Employee Growth (1Y)—
Filing History
Total Filings on Record5
First FilingMay 11, 2017
Latest FilingJan 26, 2026
Full AUM trend chart and 5 historical filings spanning 9+ years
Included with Pro →
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InOK, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in OK

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

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-75.2% 1Y
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STAGNER FINANCIAL ADVISORY GROUP, LLC
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