This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Merrill Lynch · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-28-2011
- Office Locations
- 1
Office Locations
About Vertical Wealth, LLC
Vertical Wealth, LLC is an Indianapolis-based advisory firm providing financial planning, retirement and estate planning support, and insurance/life insurance guidance. The firm’s managed accounts are primarily invested in public funds, with additional ETF exposure, and it also works with vehicles such as mutual funds. Led by CFP and CCO/CEO Brian Joseph Wheeler, the practice commonly custodians at Charles Schwab and uses Redtail CRM.
Team overview
Insights
Asset Classes
CRM
Investment Themes
Investment Vehicles
Services
Owner & Executives
BRIAN JOSEPH WHEELER
Certified Financial Planner, Chief Compliance Officer, Chief Executive Officer
- CRD
- #4154771
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
CHRISTOPHER MICHAEL HERRMANN
Executive Vice President
- CRD
- #4123657
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $31,660,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $31,660,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2025
| 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 |
Continue browsing