Michael G. Dellin

VAULT WEALTH

Oklahoma City, OK 73103

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CRD#: 7856164

Professional summary

Michael Gage Dellin, who also goes by Gage Dellin, is a registered financial advisor currently at VAULT WEALTH located in Oklahoma City, Oklahoma.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Michael has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Gage Dellin

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Gage Dellin's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 18, 2024 - Present

VAULT WEALTH

Office #1: 600 Nw 23rd St. Suite 102, Oklahoma City, OK 73103

RIA

CRD#: 288541

Oklahoma City, OK

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Oklahoma
(1/18/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/22/2023

Uniform Investment Adviser Law Examination

Current Firm

VAULT WEALTH

VAULT FINANCIAL SOLUTIONS, LLC | VAULT WEALTH STRATEGIES, LLC | VAULT WEALTH

CRD#: 288541 / SEC#: 801-110614

RIA

Registered Investment Advisory firm - (10/4/2017 Terminated)

Oklahoma

Registered Investment Advisory firm - (10/3/2017 Approved)

Texas

Registered Investment Advisory firm - (9/1/2017 Conditional Restricted)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

600 Nw 23rd St. Suite 102, Oklahoma City, OK 73103

Mailing Address

Phone number

(405) 928-4422

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	279
AUM (Assets Under Management)	$ 54,083,440

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Michael G. Dellin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Gage Dellin's CRS (Customer Relationship Summary).

Certified licenses

Experience

VAULT WEALTH

State Registrations and Notice Filings

Exams

Series 65

Date: 12/22/2023

Current Firm

VAULT WEALTH

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

VAULT WEALTH

TRUST BUT VERIFY

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