Vertrix Wealth Management, LLC
● SEC registered since 2025CRD 339547SEC# 801-134983Troy, MI
Reg. AUM
$343.2M
Employees
12
Accounts
661
Location
Troy, MI
Vertrix Wealth Management, LLC assets under management
Vertrix Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Troy, MI. The firm has been registered since 2025. It reports $343.2 million in regulatory assets under management and employs 12 people.
Vertrix Wealth Management, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| 24 Strand, LLC Control | Direct Owner | Over 75% | 2025 |
| Kristie Lee Guadiano Control | Founder & Managing Partner | Under 5% | 2025 |
| Michael Brian Wachsler Control | Chief Compliance Officer & Director Of Wealth Management | Under 5% | 2025 |
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Join to unlock · $37/moFrequently asked questions
How much does Vertrix Wealth Management, LLC manage?
Vertrix Wealth Management, LLC reports $343.2 million in regulatory assets under management on its Form ADV.
How many employees does Vertrix Wealth Management, LLC have?
Vertrix Wealth Management, LLC reports 12 employees.
Where is Vertrix Wealth Management, LLC located?
Vertrix Wealth Management, LLC is based in Troy, MI and has been SEC-registered since 2025.
Does Vertrix Wealth Management, LLC disclose fund performance?
Vertrix Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1909 East Big Beaver, Troy, MI 48083 |
| Phone | (248) 602 0555 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 2118328 |
| Discloses disciplinary history | No |
Regulatory AUM
$343.2MNo change
Mar '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 58%
Larger than 42% of 16,271 advisers
EmployeesTop 35%
More than 65% of 16,825 advisers
Assets under management
$343.2Mregulatory AUM
Discretionary $343.2M