VERTRIX WEALTH MANAGEMENT, LLC of TROY, MI is an SEC-registered investment adviser (CRD 339547). Regulatory assets under management: $343.2M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions.
| Name | Role | Location |
|---|---|---|
| Kristie Lee Guadiano | FOUNDER & MANAGING PARTNER; SOLE MEMBER | — |
| Michael Brian Wachsler | CHIEF COMPLIANCE OFFICER & DIRECTOR OF WEALTH MANAGEMENT | Troy, MI |