A complete list of active advisors currently associated with Vaultis Private Wealth Ltd

Warmer can help you find a great advisor at Vaultis Private Wealth Ltd or one who fits your needs even better.

Vaultis Private Wealth serves individual investors (including high‑net‑worth clients), as well as trusts, estates, charitable organizations, and business entities, providing financial planning, consulting, and investment management services. The firm works with clients on both discretionary and non‑discretionary mandates and can advise on employer‑sponsored retirement plans and variable life/annuity products held at product custodians. Vaultis constructs customized portfolios tailored to each client’s goals, risk tolerance, and time horizon, primarily allocating among mutual funds, ETFs, equities and fixed income securities. The firm uses a mix of geopolitical and economic analysis alongside quantitative, fundamental and technical methods, and conducts regular monitoring with quarterly reporting. Notable features include a small advisory team managing roughly $75 million for under 100 client relationships, which corresponds with a relatively high account minimum and higher average account size than many peers. The firm also discloses that its advisors are licensed insurance agents (which may result in commission‑based product sales) and that it offers educational seminars or workshops for clients — an offering that is uncommon among similarly sized supported firms.

To learn more about the advisors currently working at Vaultis Private Wealth Ltd, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.