VERTICAL WEALTH, LLC

Overview

Vertical Wealth, LLC is an independent registered investment adviser that serves individuals, families and select institutional clients. The firm combines traditional financial planning and portfolio management with brokerage capabilities in real estate and insurance, positioning itself to coordinate investment and non‑investment solutions for clients who want both advisory oversight and access to property and insurance markets. Advisory services include comprehensive financial planning, portfolio management for individuals and small businesses, management of pooled investment vehicles, and client education through seminars and workshops. Fee arrangements are flexible — the firm uses a mix of percentage of AUM, hourly and fixed fees, and can employ performance‑based fees where appropriate. Investment activity is concentrated in publicly available pooled funds: mutual funds and other public funds form the bulk of assets under management. Vertical Wealth also uses annuities as part of its product set and allocates to real estate through third‑party alternative managers. The firm was recognized on CNBC’s Top 100 Financial Advisory Firms list in 2022.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices