Vertis Wealth, LLC

CRD 307270 · Chicago, IL · $140.7M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 307270
SEC number: 801-132579
Firm type: RIA
Assets under management: $140.7M as of Mar 30, 2026
Website: vertiswealth.com ↗
Phone: 774-874-3686
Address: 875 North Michigan Ave., Chicago, IL, 60611

Advisors at this firm

6 in our index · page 1 of 1

Jason David DerosaCRD 6163158 · Bonita Springs, FL

IA RegisteredRegistration inactive
William Standley EdenCRD 1041630 · Fort Smith, AR

IA Registered
Aaron Lee HarrisonCRD 5975328 · Chicago, IL

IA RegisteredRegistration inactive

Disclosure event(s) on record
Taylor Cooper HemphillCRD 8138221 · Bay City, MI

IA Registered
Allan Scott PeilCRD 7052125 · Lisle, IL

IA RegisteredRegistration inactive
Kyle Michael-David ReddCRD 7574084 · Chicago, IL

IA Registered

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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