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Vertrix Wealth Management, LLC

EST. AUM
$343,192,521

CONTACTS
1

CLIENT ACCOUNTS
661

Firm Details

Metro area Detroit
CRD Number 339547
Website vertrixwm.com
Client types

Overview

Vertrix Wealth Management, LLC is a registered investment adviser based in Troy, Michigan that provides fiduciary investment advisory and retirement consulting services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and employer-sponsored retirement plans. Established in 2025, the firm offers comprehensive portfolio management on both a discretionary and non-discretionary basis, integrating investment management with financial planning at the client level. Vertrix focuses on tailoring strategies to each client’s objectives, risk tolerance, and time horizon while operating independently of product providers and utilizing third-party custodians for asset custody and execution.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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