VERTEX PLANNING PARTNERS, LLC
Legal name: VERTEX PARTNERS
CRD #316839 SEC #801-122980 DOWNERS GROVE, IL 630-836-3300
SEC Registered
Total AUM
$827.9M
Discretionary
$826M
Employees
20
Clients
--
Accounts
2,374
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $827.9M | $826M | $1.9M | 20 | 3 |
| Feb 2025 | $827.9M | $826M | $1.9M | 20 | 3 |
| Oct 2024 | $796.8M | $794.6M | $2.2M | 20 | 8 |
| Mar 2024 | $671.2M | $670M | $1.2M | 14 | 8 |
| Dec 2023 | $481.1M | $481.1M | $0 | 14 | 0 |
| Mar 2023 | $481.1M | $481.1M | $0 | 14 | 0 |
| Mar 2023 | $481.1M | $481.1M | $0 | 14 | 0 |
| Mar 2023 | $481.1M | $481.1M | $0 | 14 | 0 |
| Jan 2023 | $478.6M | $478.6M | $0 | 14 | 0 |
| May 2022 | $478.6M | $478.6M | $0 | 13 | 0 |
| Mar 2022 | $0 | $0 | $0 | 13 | 0 |
| Dec 2021 | $0 | $0 | $0 | 13 | 0 |
| Dec 2021 | $0 | $0 | $0 | 13 | 0 |
DateMar 2025
Total AUM$827.9M
Discretionary$826M
Non-Disc.$1.9M
Employees20
Clients3
DateFeb 2025
Total AUM$827.9M
Discretionary$826M
Non-Disc.$1.9M
Employees20
Clients3
DateOct 2024
Total AUM$796.8M
Discretionary$794.6M
Non-Disc.$2.2M
Employees20
Clients8
DateMar 2024
Total AUM$671.2M
Discretionary$670M
Non-Disc.$1.2M
Employees14
Clients8
DateDec 2023
Total AUM$481.1M
Discretionary$481.1M
Non-Disc.$0
Employees14
Clients0
DateMar 2023
Total AUM$481.1M
Discretionary$481.1M
Non-Disc.$0
Employees14
Clients0
DateMar 2023
Total AUM$481.1M
Discretionary$481.1M
Non-Disc.$0
Employees14
Clients0
DateMar 2023
Total AUM$481.1M
Discretionary$481.1M
Non-Disc.$0
Employees14
Clients0
DateJan 2023
Total AUM$478.6M
Discretionary$478.6M
Non-Disc.$0
Employees14
Clients0
DateMay 2022
Total AUM$478.6M
Discretionary$478.6M
Non-Disc.$0
Employees13
Clients0
DateMar 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees13
Clients0
DateDec 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees13
Clients0
DateDec 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees13
Clients0