Vertrix Wealth Management, LLC
Vertrix Wealth Management, LLC is an SEC-registered wealth manager in Troy, MI with $343.2M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Vertrix Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 339547, SEC 801-134983, data through 2026-04-29.
- AUM (assets under management / regulatory AUM)
- $343.2M (2026-04-29)
- Firm type
- Wealth Manager
- Location
- Troy, MI
- Employees
- 12
- Clients
- 293
- CRD
- 339547
- Ownership
- WACHSLER, MICHAEL, BRIAN; GUADIANO, KRISTIE, LEE; 24 STRAND, LLC
How much AUM does Vertrix Wealth Management, LLC have?
Vertrix Wealth Management, LLC reported $343.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-29).
Who owns Vertrix Wealth Management, LLC?
Disclosed owners and executives of Vertrix Wealth Management, LLC include WACHSLER, MICHAEL, BRIAN, GUADIANO, KRISTIE, LEE, 24 STRAND, LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.