RIA Intel›Advisers›Ohio›VAULTIS PRIVATE WEALTH LTD

VAULTIS PRIVATE WEALTH LTD

Advisory

OH

Data as of Mar 30, 2026 · Source: SEC Form ADV

Rank in OH

#661

of 748 advisers by AUM

Average account

$845K

across 89 accounts

AUM per adviser

$38M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM

$75M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$75M

Discretionary AUM$72M

Non-Discretionary AUM$4M

Discretionary %95.3%

Total Clients89

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InOH

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

89 clients

59 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 OH

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

SKYBOX FINANCIAL GROUP LLC

MIDDLEBURG HEIGHTS, OH

$75M

WEALTH ACCEL LLC

CENTERVILLE, OH

$75M

PRISM WEALTH MANAGEMENT LLC

$76M

MDH INVESTMENT MANAGEMENT, INC.

EAST LIVERPOOL, OH

$76M

JACOBS EUGENE WILLIAM

$74M

KIRKEY & CO. FINANCIAL ADVISORS, INC.

$77M

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