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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Morgan Stanley · UBS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-11-2017
- Office Locations
- 1
Office Locations
About Vaultis Private Wealth LTD
Vaultis Private Wealth (Cincinnati, OH) is an RIA providing wealth management, portfolio construction and planning with tax oversight and estate plan reviews coordinated with clients’ CPAs and attorneys. Its CFA-led team integrates Morningstar data/analytics with fundamental, cyclical and economic analysis to build diversified portfolios, often implemented with ETFs and public funds. A distinctive feature is its Dynamic Advisory Fee based on time and resources rather than a flat AUM percentage.
Team overview
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Owner & Executives
KEITH W KOHOUT
Chief Compliance Officer, Managing Member, Principal
- CRD
- #4722078
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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JACOB MICHAEL RIEGER
--
- CRD
- #6332262
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $71,746,657 | -- |
| Non-Discretionary | $3,500,000 | -- |
| Total | $75,246,657 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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