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| Vertex Planning Partners LLC
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|---|---|
| CRD # | 316839 |
| SEC # | 801-122980 |
| CIK # | 0001942341 |
| AUM | 1,011.9 M (2026-03-30) |
| Employees | 20 (65% Investors, 45% Brokers) |
| Phone | 630-836-3300 |
| Address | 3000 Woodcreek Drive Downers Grove, IL 60515 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 22.3 | ||
| Bank of Montreal /Can/ | 4.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 552 | 236.3 |
| (b) Individuals (high net worth individuals) | 284 | 770.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 3.6 |
| (h) Charitable organizations | 1 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 1.1 |
| (n) Other | 0 | 0.0 |
| Total | 2,580 | 1,011.9 |
| By Discretionary | ||
| Discretionary | 2,565 | 1,009.4 |
| Non-Discretionary | 15 | 2.5 |
| Total | 2,580 | 1,011.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.3 | |
| United States Persons | 1,009.7 | |
| Total | 2,580 | 1,011.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001942341] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 3 (1 non-US) |
| Serves | Institutional, Retail |
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