Gary Harris is a control person of Vertis Wealth and directly owns 75% or more of it.
Vertis Wealth is an investment adviser based in Chicago, IL, registered with the SEC since 2025. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals and charitable organizations. Its regulatory assets under management total $141 million, as filed on 30 March 2026. Its fees, ownership and offices are on the firm’s profile.
Gary Harris is Founder & President, Wealth Manager of Vertis Wealth. He has been helping clients navigate their investments, tax strategies, and legal planning since the early 2000s. He serves on multiple charitable boards, including Catholic Charities, and is involved with KIBIR in Ethiopia, working in private equity and mission-based initiatives.
- CRD
- 4472229
- Firm
- Vertis Wealth · CRD 307270
- Role
- President and Owner
- In role since
- June 2013 · 13 years
- Control person
- Yes
- Direct ownership
- 75% or more
- Firm headquarters
- Chicago, IL
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- vertiswealth.com
Where does Gary Harris work?
Gary Harris has been President and Owner of Vertis Wealth, LLC since June 2013, and is a control person of the firm.
How can I verify Gary Harris’ record?
Gary Harris’ role is listed on Vertis Wealth, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 307270.
