# Jacob Rieger

> Jacob Rieger is a fee-only financial advisor at Vaultis Private Wealth in Cincinnati, Ohio, who holds the CFP credential. Jacob charges a percentage of assets.

Page: https://find.wellspent.co/advisors/jacob-rieger/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Vaultis Private Wealth
- **Based in:** Cincinnati, Ohio
- **Fee model:** Percentage of assets
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $75.2M across 89 accounts
- **Credentials:** CFP
- **CRD:** 6332262 (https://adviserinfo.sec.gov/individual/summary/6332262)
- **SEC registration:** Investment adviser representative in OH
- **Exams passed:** Series 66 (2014)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://vaultis.com

## Frequently asked questions

### Is Jacob Rieger a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jacob holds no broker registration, and Vaultis Private Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jacob charge for financial advice?

Jacob charges a percentage of assets.

### Where is Jacob Rieger based?

Jacob Rieger is based in Cincinnati, Ohio.

### What credentials does Jacob Rieger hold?

Jacob Rieger holds the CFP credential.

### Is Jacob Rieger registered with the SEC?

Yes. Jacob Rieger is registered as an investment adviser representative in OH (CRD 6332262), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Vaultis Private Wealth manage?

Vaultis Private Wealth reports $75.2M across 89 accounts in assets under management.

### How do I contact Jacob Rieger?

Through Jacob's website, vaultis.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6332262): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://vaultis.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.