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VERTICAL WEALTH, LLC
CRD 158010
6402 CORPORATE DRIVE, SUITE 102, INDIANAPOLIS, IN, 46278, United States
Phone
317-456-5444
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$31.7M
Discretionary AUM
$31.7M
Team
2 total employees; 2 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2025-05-28
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 61 | $13.0M |
| High net worth individuals | 2 | $5.8M |
| Pooled investment vehicles | 1 | $678K |
| Charitable organizations | 2 | $12.1M |
All web addresses on file
Official SEC filing: View on IAPD