# Vertrix Wealth Management, LLC

> Vertrix Wealth Management, LLC is an SEC-registered investment advisory firm in Troy, MI, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 29, 2026.

- CRD: 339547
- Filed as: VERTRIX WEALTH MANAGEMENT, LLC
- Also doing business as: VERTRIX WEALTH MANAGEMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Troy, MI
- Filing period: October 2026
- Form ADV filing dated: April 29, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/339547
- AdvisorCensus page: https://advisorcensus.com/firm/vertrix-wealth-management-llc-troy-mi-339547

## Quick answers

**How is Vertrix Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Vertrix Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Vertrix Wealth Management, LLC located?**
Vertrix Wealth Management, LLC's principal office is in Troy, MI, according to its Form ADV; the May 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Vertrix Wealth Management, LLC registered with the SEC or a state?**
Vertrix Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 339547.

**How much does Vertrix Wealth Management, LLC manage?**
Vertrix Wealth Management, LLC reports $343,192,521 in regulatory assets under management in its Form ADV filing dated April 29, 2026 (100% discretionary).

**What types of clients does Vertrix Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (178); high net worth individuals (103); pension and profit sharing plans (but not the plan participants or government pension plans) (12).

**Which custodians does Vertrix Wealth Management, LLC use?**
Vertrix Wealth Management, 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 Vertrix Wealth Management, 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/339547

**Does Vertrix Wealth Management, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated April 29, 2026 says: "We do not require a minimum account size for our services."

**What changed in Vertrix Wealth Management, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $0 to $343,192,521. Registered or notice-filed in CA, FL, OH.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated April 29, 2026)

- Account minimum: None

> We do not require a minimum account size for our services.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### 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: $343,192,521
- Discretionary: $343,192,521
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 178 | $47,175,466 |
| High net worth individuals | 103 | $228,213,042 |
| 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) | 12 | $8,456,439 |
| Charitable organizations | 0 | $0 |
| 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 | Fewer than 5 | $59,347,574 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services

### Firm details
- Registered since: 2025 (0 years)
- Employees: 12 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, MI, OH, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the May 2026 filing
- Houston, TX

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

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $0 to $343,192,521.
- Registered or notice-filed in CA, FL, OH.

### February 2026
- Employees performing advisory functions went from 2 to 7.
- Added an office in Houston, TX.
- Registered or notice-filed in TN.

### January 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Vertrix Wealth Management, LLC (CRD 339547): Form ADV filing data as of October 2026.