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Vault Wealth

Financial planning in Oklahoma City, OK

State registeredNo commissions reported

Call (405) 928-4422Send a messageMap ↗

Public-record details

Address
600 Nw 23rd St., Suite 102, Oklahoma City, OK 73103
Phone
(405) 928-4422
Listed under
Financial planning, Hourly fees, Flat / fixed fees, % of assets managed, Retirement plan consulting
Legal name
Vault Wealth Strategies, LLC
CRD number
288541
Registration
State registered: OK
Compensation (Form ADV 5.E)
Percentage of assets under management; Hourly charges; Fixed fees
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Financial planning; Portfolio management for individuals/small businesses; Pension consulting
Regulatory assets under management
$61.4 million
Accounts managed
282
Clients reported (Form ADV 5.D)
282
Individual / high-net-worth clients
238 / 37
Employees
6
Other business activities (Form ADV 6.A)
Also active as: real estate broker/agent, insurance broker or agent, accountant or accounting firm
Disclosures reported on Form ADV
None reported
Latest Form ADV filing
2026-01-26

State registered (OK) investment adviser, CRD 288541, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

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