VERTICAL WEALTH, LLC

VERTICAL WEALTH, LLC of INDIANAPOLIS, IN is an SEC-registered investment adviser (CRD 158010). Regulatory assets under management: $31.7M.

Registration

• CRD: 158010
• Type: Registered investment adviser
• Location: 6402 CORPORATE DRIVE, INDIANAPOLIS, IN, 46278
• Phone: 317-456-5444
• Latest filing: 2025-05-28
• Regulatory AUM: $31.7M
• Discretionary AUM: $31.7M
• Clients: 2
• Accounts: 133

Business model

Compensation: % of AUM, Hourly, Fixed, Performance.

Clients served: Individuals, High net worth, Investment cos.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 158010 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search