$343.2M Total AUM
$343.2M Disc. AUM
-- 3Y CAGR
12 Employees
293 ADV. Clients
0 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-19-2025
- Office Locations
- 3
Office Locations
1909 East BIG Beaver Troy MI
ONE Riverway Suite 1700 Houston TX
-- Mt. Juliet TN
About Vertrix Wealth Management, LLC
Vertrix Wealth Management, LLC is a Troy-based RIA with 3 offices. The firm has been operating for 0 years. Managing $343.2M in total assets under management, with 7 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
43 AVG AGE
$49.0M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
0.5 yrs AVG TENURE
12 Employees
7 Advisory Reps
7 RIA Reps
0yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Owner & Executives
KRISTIE LEE GUADIANO
FOUNDER, Managing Partner
- CRD
- #5096290
- Ownership
- Less than 5%
Available
Available
Available
M
MICHAEL BRIAN WACHSLER
Chief Compliance Officer, DIRECTOR OF WEALTH MANAGEMENT
- CRD
- #2936160
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 2 owners & executives
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ERIC WAYNE BABCOCK
--
- CRD
- #2549938
Available
Available
Available
N
NORMAN CHARLES LEON
--
- CRD
- #5832014
Available
Available
Available
Showing 2 of 6 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $343,192,521 | $519,202 |
| Non-Discretionary | $0 | -- |
| Total | $343,192,521 | $519,202 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 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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