Vertrix Wealth Management, LLC

CRD 339547 · Troy, MI · $343.2M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 339547
SEC number: 801-134983
Firm type: RIA
Assets under management: $343.2M as of Apr 29, 2026
Website: www.vertrixwm.com ↗
Phone: (248) 602 0555
Address: 1909 East Big Beaver, Troy, MI, 48083

Advisors at this firm

7 in our index · page 1 of 1

Eric Wayne BabcockCRD 2549938 · Troy, MI

IA Registered
Kristie Lee GuadianoCRD 5096290 · Troy, MI

IA Registered
Norman Charles LeonCRD 5832014 · Troy, MI

IA Registered
Jordan Paul NeumannCRD 6861927 · Troy, MI

IA Registered
Joshua Patrick VandergraaffCRD 6434042 · Troy, MI

IA RegisteredRegistration inactive
Michael Brian WachslerCRD 2936160 · Houston, TX

IA RegisteredRegistration inactive
Robert John YarmakCRD 5540525 · Mt. Juliet, TN

IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for firm CRD 339547 ↗ FINRA BrokerCheck record for firm CRD 339547 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

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

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.