|
⚲
|
| Vertis Wealth LLC
✚
|
|
|---|---|
| CRD # | 307270 |
| SEC # | 801-132579 |
| CIK # | |
| AUM | $140.7 M (2026-03-30) |
| Employees | 17 (35% Investors, 0% Brokers) |
| Phone | 774-874-3686 |
| Address | 875 North Michigan Ave Chicago, IL 60611 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 813 | 103.4 |
| (b) Individuals (high net worth individuals) | 20 | 36.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 0.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,160 | 140.7 |
| By Discretionary | ||
| Discretionary | 2,160 | 140.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,160 | 140.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 140.7 | |
| Total | 2,160 | 140.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
White Oak Financial Management Inc
✚
|
NC | 0.1 |
|
Arthur Stein Financial LLC
✚
|
MD | 0.1 |
|
Entrust Investment Services Inc
✚
|
CA | 0.1 |
|
Plan First Wealth LLC
✚
|
0.1 | |
|
Marvel Financial Planning Inc
✚
|
0.1 | |
|
Twenty Twenty Investment Advisors LLC
✚
|
0.1 | |
|
Box Hill Private Wealth
✚
|
0.1 | |
|
Black Walnut Wealth Management LLC
✚
|
MI | 0.1 |
|
Aventus Investment Advisors Inc
✚
|
FL | 0.1 |
|
IA Private Wealth USA Inc
✚
|
0.1 |