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- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 01-03-2022
- Office Locations
- 1
Office Locations
About Vertex Partners
Vertex Planning Partners is an Illinois-based wealth management firm serving individuals, affluent families, and middle-market business owners with investment management, comprehensive planning, estate and wealth transfer, generational wealth strategies, and tax planning. The team includes CFP professionals and a CPA-led tax practice (Vertex Accounting Partners), enabling coordinated, tax-aware planning, succession guidance, and customized portfolio construction.
Reported data analysis
What the numbers show
Between March 26, 2025 and March 30, 2026, reported AUM increased 22.2%, from $827.9M to $1.0B.
Across 5 reported observations, AUM increased 111.4% between May 3, 2022 and March 30, 2026, from $478.6M to $1.0B.
Of the latest reported AUM, 99.8% is discretionary and 0.2% is non-discretionary.
The firm reports 13 advisory representatives and 846 clients, or 65.1 clients per representative. That equates to $1.2M in reported AUM per client.
The profile lists 1 reported office location and 4 years in operation. The source data was last updated on March 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
MICHAEL DAVID BELLIS
Financial Advisor, General Partner, Managing Member, Partner
- CRD
- #2371999
- Ownership
- 25% but less than 50%
GREGORY PAUL BENNER
Chief Compliance Officer, Financial Advisor, General Partner, Managing Member, Partner
- CRD
- #4438329
- Ownership
- 25% but less than 50%
Showing 2 of 5 owners & executives
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PETER MATTHEW BABILLA
Financial Advisor
- CRD
- #1312217
TAMMY TALYA BILLADEAU
Advisor
- CRD
- #5510003
Showing 2 of 13 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,009,436,132 | $393,542 |
| Non-Discretionary | $2,503,366 | $166,891 |
| Total | $1,011,939,498 | $392,225 |
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Separately Managed Accounts
SMA allocation detail is available
Vertex Partners has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Vertex Partners's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.