# Vertrix Wealth Management, LLC: new SEC registration, $343M AUM, Troy, MI

**Score:** 45/100

| 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 |

## Why this score
- $343M under management.
- Website on file.

Source: SEC monthly roster of registered investment advisers (Form ADV data) (https://adviserinfo.sec.gov/firm/summary/339547). Last refreshed: 2026-10-28T20:49:58.746Z.
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.