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. The firm is SEC registered (2025) and serves both individual and institutional clients. Its owner base is a mix of a domestic entity and an individual, and its compensation comes primarily from a percentage of assets under management with some fixed-fee arrangements. Advisory services listed by the firm include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting. The firm does not self-identify as an active ESG investor and does not act as a capital allocator.
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 2
Robert Yarmak
Chief Investment OfficerCRD 5540525
Michael Wachsler
Chief Compliance OfficerCRD 2936160
Contacts
3 of 4
Norman Leon
Investment Adviser RepresentativeCRD 5832014
Kristie Guadiano
Founder & Managing PartnerCRD 5096290
Eric Babcock
Investment Adviser RepresentativeCRD 2549938
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 43Active vs passive
$133M in ETFs
88%
$117M
9%
$15.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD SHORT-TERM BOND INDEX FUND (BSV) | Vanguard | Passive | Short Term Bond | $14.7M | 193,041 | 11.13% |
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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