Vault Fiduciary LLC: new SEC registration, $92M AUM,
Vault Fiduciary LLC: new SEC registration, $92M AUM, . Its amount of 92 is below the median of 134 (8th percentile). Dated 338 days ago, it serves as a historical benchmark. Score 25/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 92 · 8th percentile of 1,149 NewRiaPulse records · 0.7x the median
Free preview: all 9 published fields of this record are shown below. Locked: 499 related NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Vault Fiduciary LLC |
| Legal name | Vault Fiduciary LLC |
| CRD | 339088 |
| Status | Approved |
| Registered with the SEC | 2025-12-01 |
| Latest Form ADV filing | 2026-03-27 |
| Regulatory AUM | $92,496,571 |
| Accounts | 2 |
| Employees | 1 |
| amount percentile | 8th of 1,149 (median 134, 0.7x median) |
| Peer records CSV (500 records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2025-12-01
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
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LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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25 / 100 Score
What is the NewRiaPulse record for Vault Fiduciary LLC?
Vault Fiduciary LLC received SEC registration as an investment adviser (2025-12-01) with $92,496,571 in regulatory assets under management, based in .
How does Vault Fiduciary LLC compare to other NewRiaPulse records?
Its amount of 92 is below the median (8th percentile); smaller records often move faster and face less competition. It is 338 days old; check the official source for later updates before acting. Its Score of 25/100 is modest; treat it as background rather than a priority.
Related records
NewRiaPulse: Under $100M NewRiaPulse: Approved
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✓ Read-only, live public data · Key and unlock right after payment · Card, Apple Pay, Google Pay or Link via Stripe · Refunds on request within 14 days
From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.