VERTIS WEALTH, LLC
CRD #307270 SEC #801-132579 KALAMAZOO, MI 774-874-3686
SEC Registered
Total AUM
$115.1M
Discretionary
$115.1M
Employees
18
Clients
251
Accounts
1,850
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $115.1M | $115.1M | $0 | 18 | 7 |
| Mar 2025 | $115.1M | $115.1M | $0 | 18 | 7 |
DateAug 2025
Total AUM$115.1M
Discretionary$115.1M
Non-Disc.$0
Employees18
Clients7
DateMar 2025
Total AUM$115.1M
Discretionary$115.1M
Non-Disc.$0
Employees18
Clients7