Wesley English
Vault Private Wealth · Lawrenceville, New Jersey
Wesley English is a fee-only financial advisor at Vault Private Wealth in Lawrenceville, New Jersey, who holds the CFP credential. Wesley focuses on retirement planning, estate & legacy planning and tax planning. Vault Private Wealth reports charging a percentage of assets on its Form ADV.
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Specialties
Facts
| Firm | Vault Private Wealth |
|---|---|
| Based in | Lawrenceville, New Jersey |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $5.4M across 49 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NJ · CRD 6042523 |
| Exams passed | Series 66 (2015) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.vaultprivate.com |
| Profile |
How Wesley's firm compares
- Vault Private Wealth's average account is about $110,000, from its Form ADV (assets managed divided by 49 accounts).
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Questions about Wesley
Is Wesley English a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Wesley holds no broker registration, and Vault Private Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Wesley charge for financial advice?
Wesley's firm, Vault Private Wealth, reports charging a percentage of assets on its SEC Form ADV.
Where is Wesley English based?
Wesley English is based in Lawrenceville, New Jersey.
What does Wesley specialize in?
Wesley's specialties include retirement planning, estate & legacy planning and tax planning.
What credentials does Wesley English hold?
Wesley English holds the CFP credential.
Is Wesley English registered with the SEC?
Yes. Wesley English is registered as an investment adviser representative in NJ (CRD 6042523), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Vault Private Wealth manage?
Vault Private Wealth reports $5.4M across 49 accounts in assets under management.
How do I contact Wesley English?
Through Wesley's website, www.vaultprivate.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in New Jersey
Other advisors in New Jersey who focus on retirement planning
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
- Vault 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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