Vault Wealth

Vault Wealth (CRD# 288541) is a financial advisory firm headquartered in Oklahoma City, OK. They manage $43,303,622 in 541 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
600 Nw 23rd St., Suite 102, Oklahoma City, OK 73103
https://www.linkedin.com/company/22345176/
By the Numbers
  • Total Assets Under Management
    43
    MILLION
  • Total Number of Accounts
    541
    ACCOUNTS
  • Average Account Value
    $80,044
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OK, TX

Financial Advisors at Vault Wealth
Showing 1 - 4 of 4 top financial advisors.
1
William Malone, financial advisor Oklahoma City OK
William V. Malone
CRD#: 6593547
600 Nw 23rd St., Suite 102, Oklahoma City, OK 73103

William Malone (CRD# 6593547) is an Investment Advisor Representative working at Vault Wealth in Oklahoma City, OK and has over 8 years of experience in the finance industry.

2
Luke Milholland, financial advisor Norman OK
Luke Z. Milholland
CRD#: 5478288
617 24th Avenue Sw, Norman, OK 73069

Luke Milholland (CRD# 5478288) is an Investment Advisor Representative working at Vault Wealth in Norman, OK and has over 15 years of experience in the finance industry.

3
Richard Wilson, financial advisor Oklahoma City OK
Richard C. Wilson
CRD#: 6638988
600 Nw 23rd St., Suite 102, Oklahoma City, OK 73103

Richard Wilson (CRD# 6638988) is an Investment Advisor Representative working at Vault Wealth in Oklahoma City, OK and has over 7 years of experience in the finance industry.

4
Michael Dellin, financial advisor Oklahoma City OK
Michael G. Dellin
CRD#: 7856164
600 Nw 23rd St., Suite 102, Oklahoma City, OK 73103

Michael Dellin (CRD# 7856164) is an Investment Advisor Representative working at Vault Wealth in Oklahoma City, OK and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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