RIA Intelligence

VERTRIX WEALTH MANAGEMENT, LLC

CRD #339547 SEC #801-134983 TROY, MI (248) 602 0555
SEC Registered
Total AUM
$0
Discretionary
$0
Employees
2
Clients
0
Accounts
0

Firm Details

Organization Type
Limited Liability Company
State of Formation
Michigan
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Nov 18, 2025
Branch Offices
2

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
GUADIANO, KRISTIE, LEEIFOUNDER & MANAGING PARTNERNA Control
WACHSLER, MICHAEL, BRIANICHIEF COMPLIANCE OFFICER & DIRECTOR OF WEALTH MANAGEMENTNA Control
24 STRAND, LLCDEDIRECT OWNERE Control

Registrations

Federal

IA
Nov 18, 2025 REGISTERED

Notice Filings (2)

MI TX

Address

201 WEST BIG BEAVER
SUITE 500
TROY, MI 48084
United States
Phone: (248) 602 0555