Vertis Wealth, LLC
Vertis Wealth, LLC is an SEC-registered mass-market adviser in Kalamazoo, MI with $140.7M assets under management (AUM, regulatory AUM), +22% over one year. See who owns Vertis Wealth, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 307270, SEC 801-132579, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $140.7M (2026-03-30)
- Firm type
- Mass-Market Adviser
- Location
- Kalamazoo, MI
- Employees
- 17
- Clients
- 835
- CRD
- 307270
- Ownership
- DEROSA, JASON, DAVID; HARRIS, GARY, LYNN; Pippert, Justin, Adam; HEMPHILL, SHANE, WILLIAM
How much AUM does Vertis Wealth, LLC have?
Vertis Wealth, LLC reported $140.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Vertis Wealth, LLC?
Disclosed owners and executives of Vertis Wealth, LLC include DEROSA, JASON, DAVID, HARRIS, GARY, LYNN, Pippert, Justin, Adam, HEMPHILL, SHANE, WILLIAM. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.