Vaultis Private Wealth Ltd

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Client assets under management

$71,746,657

Clients

67% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Typical

Average account size

$815,303

About

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.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Wealth management General retirement planning Cash flow / budgeting

Occupation focus

Retired

Fee options

Fixed

Flat fees applicable for certain financial planning services, with some requiring a $500 retainer fee

Percentage

0.50% to 1.75% annually depending on asset size and type of service

Commissions

Insurance commissions earned by licensed insurance agents affiliated with the firm, separate from advisory fees.

Project-based

$250 per hour for financial planning services

Other

Account minimum: $500,000

Main office location

Vaultis Private Wealth Ltd

Cincinnati OH, United States

Number of offices

Most active in

Ohio

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Facebook Website 513-505-2496

Advisors at this firm

Jacob R

CFP®, Series 66

Cincinnati, OH

Vaultis Private Wealth Ltd

Jacob Rieger is a CFP® and Series 66-licensed financial advisor with 11 years of industry experience. He has worked at Vaultis Private Wealth Ltd since 2024 and previously spent 10 years at UBS Financial Services Inc. in Cincinnati, OH. Vaultis Private Wealth Ltd provides financial planning, consulting, and discretionary investment management to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $45.3 million in discretionary assets, serving about 65 client relationships, and offers tailored portfolios using a range of analytical approaches and third-party custodians.

Wealth management General retirement planning Cash flow / budgeting Retired

Keith K

Series 66

Cincinnati, OH

Vaultis Private Wealth Ltd

Keith Kohout is a financial advisor at Vaultis Private Wealth Ltd with 20 years of industry experience and holds a Series 66 designation. He has worked at Sigma Planning Corporation and Sigma Financial Corporation since 2014. Outside of finance, he owns Hangar 26, LLC, which manages and operates aircraft, and serves as a board member of the Beech Heritage Museum. Vaultis Private Wealth provides financial planning, consulting, and discretionary investment management to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $45.3 million in discretionary assets and typically tailors portfolios using mutual funds, ETFs, and individual equities, employing a range of analytical approaches and third-party custodians such as Fidelity/NFS and Charles Schwab.

Wealth management General retirement planning Cash flow / budgeting Retired

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