← Back to searchVisit website
VERTIS WEALTH, LLC
CRD 307270 · SEC 801-132579
875 NORTH MICHIGAN AVE., UNIT 3940, CHICAGO, IL, 60611, United States
Phone
774-874-3686
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$140.7M
Discretionary AUM
$140.7M
Team
17 total employees; 6 advisory reps; 7 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; A PERCENTAGE OF ASSETS UNDER ADVISEMENT
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 813 | $103.4M |
| High net worth individuals | 20 | $36.9M |
| Charitable organizations | 2 | $351K |
States served
AL, AR, GA, IL, IN, MI, NJ, PA, TN, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD