VERTRIX WEALTH MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$343,192,521
Discretionary
$343,192,521
Non-discretionary
$0
Firm details
- CRD number
- 339547
- SEC file number
- 801-134983
- Main office
- TROY, MI, United States
- Employees
- 12
- SEC status
- Approved
- Website
- https://www.vertrixwm.com
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.