Jacob Rieger
Vaultis Private Wealth · Cincinnati, Ohio
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.
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Facts
| Firm | Vaultis Private Wealth |
|---|---|
| Based in | Cincinnati, Ohio |
| Fee model | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $75.2M across 89 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OH · CRD 6332262 |
| Exams passed | Series 66 (2014) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | vaultis.com |
How Jacob's firm compares
- Vaultis Private Wealth's average account is about $845,000, from its Form ADV (assets managed divided by 89 accounts).
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Questions about Jacob
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Vaultis Private Wealth website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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