|
⚲
|
| Keyboard |
| Vertrix Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 339547 |
| SEC # | 801-134983 |
| CIK # | 0002118328 |
| AUM | 343.2 M (2026-04-29) |
| Employees | 12 (58% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| 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] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Walser Wealth Management Company A Limited Liability Company
✚
|
FL | 344.1 M |
|
Kellett Wealth Advisors LLC
✚
|
OH | 344.0 M |
|
Pachira Investments Inc
✚
|
CA | 343.9 M |
|
Bourne Lent Asset Management Inc
✚
|
NY | 343.9 M |
|
M Group Investment Advisor LLC
✚
|
343.5 M | |
|
Victrix Investment Advisors LLC
✚
|
FL | 343.3 M |
|
Martha's Vineyard Investment Advisors LLC
✚
|
MA | 342.9 M |
|
Ballast Financial Advisors LLC
✚
|
PA | 342.6 M |
|
MBA Advisors LLC
✚
|
PA | 342.6 M |
|
Athena Investment Management
✚
|
342.1 M |