Data / Investment advisers / Michigan / Vertrix Wealth Management, LLC
Vertrix Wealth Management, LLC, Troy, MI: $343 million AUM, SEC registered investment adviser
Vertrix Wealth Management, LLC is an SEC registered investment adviser with its main office in Troy, Michigan and reports $343 million in regulatory assets under management in its Form ADV filed April 29, 2026. Its clients include high net worth individuals, corporations and other businesses and individuals. It is paid through a percentage of assets under management and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 339547
- SEC file number
- 801-134983
- SEC status
- Approved, effective December 19, 2025
- Main office
- 1909 East Big Beaver, Troy, MI 48083
- Phone
- (248) 602-0555
- Website
- vertrixwm.com
- Regulatory AUM
- $343,192,521 in the Form ADV filed April 29, 2026
- Discretionary AUM
- $343,192,521
- Accounts
- 661
- Employees
- 12, of which 7 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- April 29, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 103 | $228.2 million |
| Corporations or other businesses | Fewer than 5 | $59.3 million |
| Individuals (other than high net worth individuals) | 178 | $47.2 million |
| Pension and profit sharing plans | 12 | $8.5 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $343.2 million | March 20, 2026 |
| January 2, 2026 | Not listed | November 18, 2025 |
Other advisers in Troy
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Fsa Advisors, Inc. | Troy | $573.4 million | Not listed | adviserinfo.sec.gov |
| Taylor & Morgan Asset Management, LLC D/B/A TM Advisors, L | Troy | $512.5 million | Not listed | adviserinfo.sec.gov |
| MKD Wealth | Troy | $505.7 million | Not listed | adviserinfo.sec.gov |
| SS&H Financial Advisors, Inc. | Troy | $482.2 million | Not listed | adviserinfo.sec.gov |
| M1 Capital Management LLC | Troy | $450.4 million | Not listed | adviserinfo.sec.gov |
| Miller Capital | Troy | $311.6 million | Not listed | adviserinfo.sec.gov |
| Firstmetric | Troy | $272.1 million | Not listed | adviserinfo.sec.gov |
| Spectrum Financial Resources | Troy | $235.3 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Troy, MI
- Investment advisers in Michigan
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving corporations and other businesses
- Vertrix Wealth Management, LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.