VERTRIX WEALTH MANAGEMENT, LLC
Firm details
- Headquarters
- TROY, Michigan
- CRD number
- 339547
- Registered since
- December 19, 2025
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI66.5%
- Corporations / Businesses17.29%
- Individuals13.75%
- Pension & Profit Sharing Plans2.46%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Vertrix Wealth Management, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2025. The firm serves both individuals and families as well as institutional clients, and bills for advice through a mix of percentage-of-AUM and fixed-fee arrangements. Its advisory scope includes financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services. The firm does not identify as an active ESG investor and is not designated as a multi-state adviser in the source data.
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 Equities53%
- Public Funds/Mutual Funds40%
- Cash & Cash Equivalents7%
Owners & executives
2 of 2MICHAEL WACHSLER
Chief Compliance OfficerCRD 2936160
ROBERT YARMAK
Chief Investment OfficerCRD 5540525
Contacts
3 of 5KRISTIE GUADIANO
Founder & Managing PartnerCRD 5096290
ERIC BABCOCK
Investment Adviser RepresentativeCRD 2549938
JOSHUA VANDERGRAAFF
Director of Retirement PlansCRD 6434042
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 38Active vs passive
$118M in ETFs
98%
$115M
0%
$2.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD SHORT-TERM BOND INDEX FUND (BSV) | Vanguard | Passive | Short Term Bond | $14.1M | 179,315 | 11.96% |
Location
TROY, MI
OAKLAND
Location
TROY, MI
Headquartered in TROY, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- OAKLAND
- Address
- 1909 E Big Beaver Rd
- Time zone
- ET (UTC-5)
- Office locations
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