VERTIS WEALTH, LLC
Firm details
- Headquarters
- CHICAGO, Illinois
- CRD number
- 307270
- Registered since
- April 28, 2025
- Website
- vertiswealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Other
- Client types
- Individuals73.52%
- HNWI26.23%
- Charitable Organizations0.25%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Vertis Wealth, LLC is an independent registered investment adviser organized as an LLC. The firm serves both individual and family clients as well as institutional accounts, providing financial planning, portfolio management for individuals and small businesses, and educational seminars. It also operates as an insurance broker and charges fees based on a percentage of assets under management plus other fee arrangements. Vertis reports an SEC registration year of 2025 and is owned by an individual principal. The firm does not identify itself as a capital allocator, meaning it does not primarily operate as a manager of external funds for outside investors.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities49%
- Public Funds/Mutual Funds41%
- Cash & Cash Equivalents9%
- Investment Grade Corp Bonds1%
Owners & executives
1 of 1JASON DEROSA
Chief Portfolio ManagerCRD 6163158
Contacts
3 of 8AARON HARRISON
Investment Advisor RepresentativeCRD 5975328
Allan Peil
Financial AdvisorCRD 7052125
Taylor Hemphill
Account ManagerCRD 8138221
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CHICAGO, IL
COOK
Location
CHICAGO, IL
Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- COOK
- Address
- 875 N Michigan Ave
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
MONROE CAPITAL REAL ESTATE CREDIT ADVISORS, LLC
RIACHICAGO, IL
FORTIS PORTFOLIO SOLUTIONS, LLC
RIACHICAGO, IL
TEZA CAPITAL MANAGEMENT LLC
RIACHICAGO, IL
CENTERSTAR ASSET MANAGEMENT, LLC
RIACHICAGO, IL
MARK BELL ADVISORY SERVICES, INC.
RIACHICAGO, IL
KRUSE ASSET MANAGEMENT, LLC
RIACHICAGO, IL