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Michael Gage Dellin

Vault Wealth

Oklahoma City, OK

CRD 7856164

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Employer firm

Vault Wealth CRD 288541

$61.4M regulatory AUM 29 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Vault Wealth

600 Nw 23Rd St. Suite 102, Oklahoma City, OK 73103 • United States

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2024-01-18
  • OK RA
    APPROVED
    Since 2024-01-18

Branch Locations

600 Nw 23Rd St. Suite 102, Oklahoma City, OK 73103 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Student Stillwater OK 01/2014 08/2022
Vault Wealth Oklahoma City OK 08/2022 12/2023
Vault Wealth Oklahoma City OK 01/2024 Present
Courtsync Oklahoma City OK 12/2025 Present
  • 01/2014 → 08/2022
    Student
    Stillwater, OK
  • 08/2022 → 12/2023
    Oklahoma City, OK
  • 01/2024 → Present
    Oklahoma City, OK
  • 12/2025 → Present
    Courtsync
    Oklahoma City, OK
Other Businesses

CourtSynce, CEO/Owner, since 12/2026, noninvestment related, Oklahoma City, OK, 20 hours per month; 0 hours during trading hours

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-12-22
  • S65 Uniform Investment Adviser Law Examination
    2023-12-22
Other Names
  • Gage Dellin

View on SEC IAPD

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