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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-13-2017
- Office Locations
- 1
Office Locations
About Vault Wealth
Vault Wealth Strategies is an Oklahoma City-based RIA delivering integrated financial planning and bespoke portfolio management through its Personal CFO services for individuals, families, entrepreneurs, professionals, and retirees. Portfolios may include ETFs, stocks, bonds, options, mutual funds, and select private investments aligned to goals and risk. Fee-based fiduciary (no commissions) with client portal performance reporting; also offers estate planning via EncorEstate and real estate support through Vault Realty.
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Owner & Executives
LUKE ZACHARY MILHOLLAND
Certified Financial Planner, Chief Compliance Officer, Managing Member
- CRD
- #5478288
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Lindsey Nicole Beaman
Advisor
- CRD
- #5746739
Michael Gage Dellin
--
- CRD
- #7856164
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $60,606,378 | $223,077 |
| Non-Discretionary | $811,824 | $50,000 |
| Total | $61,418,202 | $200,000 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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