A complete list of active advisors currently associated with Vertrix Wealth Management, LLC
Warmer can help you find a great advisor at Vertrix Wealth Management, LLC or one who fits your needs even better.
Vertrix Wealth Management advises a mix of individuals, trusts, estates, small businesses and employer-sponsored retirement plans, offering comprehensive portfolio management on both discretionary and non‑discretionary bases as well as retirement plan consulting. The firm states that financial planning is included with its portfolio management services at no additional cost. The firm describes a tactical, risk‑management oriented investment approach that integrates fundamental and technical analysis, macroeconomic and market‑sentiment indicators, and dynamic asset‑allocation adjustments. Its published strategy lineup ranges from broad ETF allocations and core bond exposures to concentrated equity sleeves, options use for tactical purposes, and a “Frontier” strategy targeting innovation sectors and cryptocurrency‑related exposure. What distinguishes Vertrix in its ADV is the combination of a rapid launch and institutional plan focus: the brochure shows formation in late 2025, operations beginning in January 2026, and $343,192,521 in discretionary AUM as of March 20, 2026, alongside explicit 3(21)/3(38) plan fiduciary capabilities and participant advisory services. The firm also discloses a custodial relationship concentrated on Charles Schwab (having removed other custodians from its disclosures) and continued legacy referral arrangements from a prior TD Ameritrade program.
To learn more about the advisors currently working at Vertrix Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Troy, MI
| 15
| |
Troy, MI
| 12
| |
Troy, MI
| 15
| |
Troy, MI
| 5
| |
Troy, MI
| 11
| |
Houston, TX
| 27
| |
Mt. Juliet, TN
| 8
|
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