Vertrix Wealth Management, LLC

Overview

Vertrix Wealth Management, LLC is an independent registered investment adviser that provides fee-based financial planning and portfolio management to both individuals/families and institutional clients. The firm lists services that include comprehensive financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting. Its compensation model combines asset-based fees and fixed fees. Vertrix is SEC-registered (2025) and identifies as a limited liability company owned by a domestic individual/entity. The firm signals a preference for equity exposure while also maintaining bond and mutual fund allocations. It does not identify as an active ESG investor and is not a capital allocator; the data indicate it uses third-party managers for certain alternative exposures.

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