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| Vertrix Wealth Management LLC
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|---|---|
| CRD # | 339547 |
| SEC # | 801-134983 |
| CIK # | 0002118328 |
| AUM | $343.2 M (2026-04-29) |
| Employees | 12 (58% Investors, 0% Brokers) |
| Phone | 248-602-0555 |
| Address | 1909 East Big Beaver Troy, MI 48083 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 9.0 | ||
| J P Morgan Chase & Co | 6.9 | ||
| American Express Co | 6.1 | ||
| Wal Mart Stores Inc | 6.0 | ||
| Microsoft Corp | 5.9 | ||
| Amgen Inc | 5.8 | ||
| Linde PLC | 5.5 | ||
| Nvidia Corp | 5.5 | ||
| Morgan Stanley | 5.5 | ||
| Broadcom Inc | 5.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 178 | 47.2 |
| (b) Individuals (high net worth individuals) | 103 | 228.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 12 | 8.5 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 59.3 |
| (n) Other | 0 | 0.0 |
| Total | 661 | 343.2 |
| By Discretionary | ||
| Discretionary | 661 | 343.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 661 | 343.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 343.2 | |
| Total | 661 | 343.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002118328] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Walser Wealth Management Company A Limited Liability Company
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FL | 0.3 |
|
Kellett Wealth Advisors LLC
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OH | 0.3 |
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Pachira Investments Inc
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CA | 0.3 |
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Bourne Lent Asset Management Inc
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NY | 0.3 |
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M Group Investment Advisor LLC
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0.3 | |
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Victrix Investment Advisors LLC
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FL | 0.3 |
|
Martha's Vineyard Investment Advisors LLC
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MA | 0.3 |
|
Ballast Financial Advisors LLC
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|
PA | 0.3 |
|
MBA Advisors LLC
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PA | 0.3 |
|
Athena Investment Management
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|
0.3 |