Vertrix Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Troy, MI. Its latest Form ADV filing, dated April 29, 2026, reports $343M in regulatory assets under management, 12 employees, 1 office, and 661 accounts.
Top client segmentIndividuals represent 60.8% of total clients.
Top client categories% of clientsClients
1
Individuals
60.8%
178
2
HNWI
35.2%
103
3
Pension Plans
4.1%
12
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$343Mas of April 29, 2026
Discretionary100.0%
$343M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$343M
Total Accounts661
10Y AUM Change+$343M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees12
Clients per Employee24:1
10Y Employee Change+10 (+500.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.