RIA · CRD 339547SEC-Registered

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Vertrix Wealth Management

Vertrix Wealth Management, LLC is an SEC-registered investment adviser in Troy, MI, registered since 2025. The firm manages approximately $343 million in...

Vertrix Wealth Management

Vertrix Wealth Management, LLC is an SEC-registered investment adviser in Troy, MI, registered since 2025. The firm manages approximately $343 million in assets. It has 12 employees and 7 investment advisers.

General information

Firm type

RIA

Frequently asked questions

Who runs investment decisions at Vertrix Wealth Management?

No named operator, founder, or investment committee is identified in public sources. The firm does not appear on SEC IARD or state regulatory lists as of mid-2026. Without a disclosed management team, investment decision-making cannot be attributed or assessed.

How does Vertrix Wealth Management deploy capital?

No public information exists regarding capital deployment, asset-class allocation, or investment strategy. The firm has no known direct investments, fund-of-funds, or co-investment track record in news archives, databases, or legal filings.

Does Vertrix Wealth Management employ in-house investment professionals?

No investment professionals, principals, or advisors are listed for the firm in any searchable directory, press release, or professional network. The total headcount — including support staff — cannot be determined.

Where is Vertrix Wealth Management located?

No headquarters address, registered agent, or primary business location is available in public licensing or corporate records. The firm's geographic jurisdiction remains unknown.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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