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VERTIS WEALTH
Vertis Wealth, LLC is an SEC-registered investment adviser in Chicago, IL, registered since 2025. The firm manages approximately $141 million in regulatory...
Overview
Vertis Wealth, LLC is an SEC-registered investment adviser in Chicago, IL, registered since 2025. The firm manages approximately $141 million in regulatory assets. It has 17 employees and 6 investment advisers.
General information
Firm type
RIA
Year founded
2012
Location
Region
North America
Country
United States
City
Chicago
Corporate office
Austin, TX, United States
Principals
Drayton McLane Jr.
Principal
Sector focus
Frequently asked questions
What investment stages does Vertis Wealth typically target?
The office spans early-stage venture through control buyouts. Venture commitments are concentrated in Texas and the Southeast, often with a Baylor or UT connection. Private equity leans toward control-oriented, mid-market companies in distribution, logistics, and consumer-facing businesses. Real estate targets Sun Belt commercial and residential development. McLane's Walmart-era supply-chain lens is the unifying thread.
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