Vertis Wealth, LLC
● SEC registered since 2025CRD 307270SEC# 801-132579Chicago, IL
Reg. AUM
$140.7M
Employees
17
Accounts
2,160
Location
Chicago, IL
Vertis Wealth, LLC assets under management
Vertis Wealth, LLC operates as an SEC-registered investment adviser based in Chicago, IL. The firm has been registered since 2025. It reports $140.7 million in regulatory assets under management and employs 17 people.
Vertis Wealth, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Gary Lynn Harris Control | President And Owner | Over 75% | 2013 |
| Jason David Derosa | Advisory Supervisor | Under 5% | 2020 |
| Justin Adam Pippert Control | Owner | 5-10% | 2013 |
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Join to unlock · $37/moFrequently asked questions
How much does Vertis Wealth, LLC manage?
Vertis Wealth, LLC reports $140.7 million in regulatory assets under management on its Form ADV.
How many employees does Vertis Wealth, LLC have?
Vertis Wealth, LLC reports 17 employees.
Where is Vertis Wealth, LLC located?
Vertis Wealth, LLC is based in Chicago, IL and has been SEC-registered since 2025.
Does Vertis Wealth, LLC disclose fund performance?
Vertis Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 875 North Michigan Ave., Unit 3940, Chicago, IL 60611 |
| Phone | 774-874-3686 |
| Office hours | 8a.m. - 5p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$140.7M▲ 22%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 85%
Larger than 15% of 16,271 advisers
EmployeesTop 28%
More than 72% of 16,825 advisers
Assets under management
$140.7Mregulatory AUM
Discretionary $140.7M