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- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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