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VERTEX PARTNERS
VERTEX PLANNING PARTNERS, LLC
CRD 316839 · SEC 801-122980
3000 WOODCREEK DRIVE, SUITE 100, DOWNERS GROVE, IL, 60515, United States
Phone
630-836-3300
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.01B
Discretionary AUM
$1.01B
Team
20 total employees; 13 advisory reps; 3 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 552 | $236.3M |
| High net worth individuals | 284 | $770.9M |
| Pension/profit sharing plans | 4 | $3.6M |
| Charitable organizations | 1 | $26 |
| Corporations/business entities | 2 | $1.1M |
States served
AZ, CA, IL, IN, LA, MI, MN, NE, NC, OH, SC, TN, WI, MO, WA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD