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- Custodian
- Charles Schwab & Company · Security Benefit
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-01-2013
- Office Locations
- 5
Office Locations
About Vertis Wealth, LLC
Vertis Wealth is a Michigan-based RIA integrating wealth management with in-house tax and estate attorneys and CPAs to deliver coordinated tax, legal, and financial planning for clients across roughly $500k–$500m in assets. Portfolios emphasize tax-efficient strategies (options overlays, tax-loss harvesting, tax-efficient income) using ETFs and public funds alongside select alternatives and fixed income/annuities. Custody includes Charles Schwab.
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Owner & Executives
GARY LYNN HARRIS
Owner, President
- CRD
- --
- Ownership
- 75% or more
SHANE WILLIAM HEMPHILL
Owner
- CRD
- --
- Ownership
- 5% but less than 10%
Showing 2 of 4 owners & executives
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WILLIAM STANDLEY EDEN
Wealth Manager
- CRD
- #1041630
AARON LEE HARRISON
--
- CRD
- #5975328
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $140,670,604 | $65,125 |
| Non-Discretionary | $0 | -- |
| Total | $140,670,604 | $65,125 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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