# Vertis Wealth, LLC

> Vertis Wealth, LLC is an SEC-registered investment advisory firm in Chicago, IL, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 307270
- Filed as: VERTIS WEALTH, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Chicago, IL
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/307270
- AdvisorCensus page: https://advisorcensus.com/firm/vertis-wealth-llc-chicago-il-307270

## Quick answers

**How is Vertis Wealth, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Vertis Wealth, LLC reports these compensation arrangements: a percentage of assets under its management; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Vertis Wealth, LLC located?**
Vertis Wealth, LLC's principal office is in Chicago, IL, according to its Form ADV; the April 2026 filing also lists 3 other offices (Schedule D, Section 1.F).

**Is Vertis Wealth, LLC registered with the SEC or a state?**
Vertis Wealth, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 307270.

**How much does Vertis Wealth, LLC manage?**
Vertis Wealth, LLC reports $140,670,604 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**How have Vertis Wealth, LLC's assets and staff changed since 2025?**
In the Form ADV data for Vertis Wealth, LLC: Regulatory assets under management: $115,077,651 in the October 2025 data and $140,670,604 in the October 2026 data, up 22%. Total employees: 18 in October 2025 and 17 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Vertis Wealth, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (813); high net worth individuals (20); charitable organizations (2).

**Which custodians does Vertis Wealth, LLC use?**
Vertis Wealth, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Vertis Wealth, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/307270

**What changed in Vertis Wealth, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $115,077,651 to $140,670,604 (+22%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Other

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $140,670,604
- Discretionary: $140,670,604
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 813 | $103,419,049 |
| High net worth individuals | 20 | $36,900,127 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 2 | $351,428 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2025 (1 year)
- Employees: 17 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, AR, FL, GA, IL, IN, MI, NJ, PA, TN, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Bay City, MI
- Bonita Springs, FL
- East Tawas, MI

### Websites listed on Form ADV (Item 1.I)
- vertiswealth.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $115,077,651 | 18 | March 28, 2025 |
| October 2026 | $140,670,604 | 17 | March 30, 2026 |

Regulatory assets under management: $115,077,651 in the October 2025 data and $140,670,604 in the October 2026 data, up 22%.
Total employees: 18 in October 2025 and 17 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $115,077,651 to $140,670,604 (+22%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Vertis Wealth, LLC (CRD 307270): Form ADV filing data as of October 2026.