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VERTRIX WEALTH MANAGEMENT, LLC
CRD 339547 · SEC 801-134983
1909 EAST BIG BEAVER, TROY, MI, 48083, United States
Phone
(248) 602 0555
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$343.2M
Discretionary AUM
$343.2M
Team
12 total employees; 7 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-29
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 178 | $47.2M |
| High net worth individuals | 103 | $228.2M |
| Pension/profit sharing plans | 12 | $8.5M |
States served
CA, MI, OH, TN, TX, FL
All web addresses on file
Official SEC filing: View on IAPD