Vertrix Wealth Management, LLC: new SEC registration, $343M AUM, Troy, MI
Vertrix Wealth Management, LLC (Troy, Michigan): new SEC registration, $343M AUM, Troy, MI. Its amount of 343 is above the median of 134 (82nd percentile). Dated 320 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 343 · 82th percentile of 1,149 NewRiaPulse records · 2.6x the median
Free preview: all 11 published fields of this record are shown below. Locked: 26 related MI NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Vertrix Wealth Management, LLC |
| Legal name | Vertrix Wealth Management, LLC |
| CRD | 339547 |
| Status | Approved |
| Registered with the SEC | 2025-12-19 |
| Latest Form ADV filing | 2026-04-29 |
| Location | Troy, MI, United States |
| Regulatory AUM | $343,192,521 |
| Accounts | 661 |
| Employees | 12 |
| Website | https://www.vertrixwm.com |
| amount percentile | 82th of 1,149 (median 134, 2.6x median) |
| Peer records CSV (27 MI records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2025-12-19
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (MI first): Modell Capital Management LLC · Mbx Investors LLC · Marnell Management LLC · Northern Edge Wealth Management · Solyco Capital LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Vertrix Wealth Management, LLC and 27 Michigan peers
- Michigan NewRiaPulse records like this one: 27
- Vertrix Wealth Management, LLC's amount: 82nd percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Michigan peer: $5,400 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $343M under management.
- Website on file.
What is the NewRiaPulse record for Vertrix Wealth Management, LLC in Troy, Michigan?
Vertrix Wealth Management, LLC received SEC registration as an investment adviser (2025-12-19) with $343,192,521 in regulatory assets under management, based in Troy, MI.
How does Vertrix Wealth Management, LLC compare to other Michigan NewRiaPulse records?
Its amount of 343 sits in the upper half (82th percentile) of 1,149 records; the median is 134. It is 320 days old; check the official source for later updates before acting.
Vertrix Wealth Management, LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Vertrix Wealth Management, LLC | Troy, MI | 343 | 82nd | 2025-12-19 |
| Herndon Plant Oakley LTD | Corpus Christi, TX | 155 | 58th | 2026-09-11 |
| Diversified Wealth Advisors, LLC | Kansas City, MO | 138 | 52nd | 2026-09-24 |
| Johnston Investment Counsel, LTD. | Peoria, IL | 125 | 44th | 2026-09-28 |
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NewRiaPulse: $100M-$500M NewRiaPulse: records in Michigan NewRiaPulse: Approved
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.