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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Michigan
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 27, 2025
- Branch Offices
- 6
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DEROSA, JASON, DAVID | I | ADVISORY SUPERVISOR | NA | |
| DEROSA, JASON, DAVID | I | ADVISORY SUPERVISOR | NA | |
| HARRIS, GARY, LYNN | I | PRESIDENT AND OWNER | E | Control |
| HARRIS, GARY, LYNN | I | PRESIDENT AND OWNER | E | Control |
| HEMPHILL, SHANE, WILLIAM | I | OWNER | A | Control |
| HEMPHILL, SHANE, WILLIAM | I | OWNER | A | Control |
| Pippert, Justin, Adam | I | OWNER | A | Control |
| Pippert, Justin, Adam | I | CHIEF COMPLIANCE OFFICER | A | Control |
| Pippert, Justin, Adam | I | OWNER | A | Control |
| Pippert, Justin, Adam | I | CHIEF COMPLIANCE OFFICER | A | Control |
Registrations
Federal
IA
Aug 27, 2025 REGISTERED
Notice Filings (12)
AL AR FL GA IL IN MI NJ PA TN TX WA
Address
107 W. MICHIGAN AVE.UNIT 3
KALAMAZOO, MI 49007
United States
Phone: 774-874-3686