Vertex Planning Partners, LLC
● SEC registered since 2022CRD 316839SEC# 801-122980Downers Grove, IL
Reg. AUM
$1.01B
Employees
20
Accounts
2,580
Location
Downers Grove, IL
Vertex Planning Partners, LLC assets under management
Vertex Planning Partners, LLC is a registered investment adviser overseen by the SEC based in Downers Grove, IL. The firm has been registered since 2022. It reports $1 billion in regulatory assets under management and employs 20 people.
Vertex Planning Partners, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher Charles Huston | Member | 5-10% | 2022 |
| Gregory Paul Benner Control | Chief Compliance Officer / Managing Member | 25-50% | 2021 |
| Michael David Bellis Control | Managing Member | 25-50% | 2021 |
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Join to unlock · $37/moFrequently asked questions
How much does Vertex Planning Partners, LLC manage?
Vertex Planning Partners, LLC reports $1 billion in regulatory assets under management on its Form ADV.
How many employees does Vertex Planning Partners, LLC have?
Vertex Planning Partners, LLC reports 20 employees.
Where is Vertex Planning Partners, LLC located?
Vertex Planning Partners, LLC is based in Downers Grove, IL and has been SEC-registered since 2022.
Does Vertex Planning Partners, LLC disclose fund performance?
Vertex Planning Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3000 Woodcreek Drive, Suite 100, Downers Grove, IL 60515 |
| Phone | 630-836-3300 |
| Office hours | 8 a.m. - 4 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.01B▲ 22%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 33%
Larger than 67% of 16,271 advisers
EmployeesTop 24%
More than 76% of 16,825 advisers
Assets under management
$1.01Bregulatory AUM
Discretionary $1.01BNon-discretionary $2.5M