Kristie Lee Guadiano
Founder & Managing PartnerVertrix Wealth Management, LLCCRD 5096290
About Kristie Lee Guadiano
Kristie Lee Guadiano is listed as Founder & Managing Partner at Vertrix Wealth Management, LLC in Troy, MI. Form ADV reports a beneficial ownership band of Under 5%. Kristie Lee Guadiano is associated with 2 registered advisers.
Reported ownership
Owns Under 5% of Vertrix Wealth Management, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Kristie Lee Guadiano work?
Kristie Lee Guadiano is listed as Founder & Managing Partner at Vertrix Wealth Management, LLC on SEC Form ADV.
How much of Vertrix Wealth Management, LLC does Kristie Lee Guadiano own?
Form ADV reports a beneficial ownership band of Under 5%.
Vertrix Wealth Management, LLC
| Title | Founder & Managing Partner |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2025 |
Vertrix Wealth Management, LLC
| Title | Sole Member |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2025 |