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VERTRIX WEALTH MANAGEMENT, LLC
CRD 339547File 801-134983
APPROVED
Retail clients
Filing as of Apr 29, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$343.2M
Below cohort median (national)
Discretionary AUM
$343.2M
Clients
293
661 accounts
Employees
12
Below cohort median in MI
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Dec 19, 2025
- Principal office
- 1909 EAST BIG BEAVER, TROY, MI, 48083
- Phone
- (248) 602 0555
- Website
- https://www.vertrixwm.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $343.2M
- Discretionary AUM
- $343.2M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 661
- Non-discretionary accounts
- 0
- Total accounts
- 661
- AUM per client
- $1.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $59.3M |
| High net worth individuals | 103 | $228.2M |
| Pension and profit sharing plans | 12 | $8.5M |
| Individuals (other than high net worth individuals) | 178 | $47.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.