Vertrix Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and pension consulting.
Vertrix Wealth Management reports 293 clients. They include 178 individual clients, 103 high-net-worth individuals, and 12 pension and profit-sharing plans. Of its assets, 100.0% ($343M across 661 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 61% | 14% |
| High-net-worth individuals | 35% | 66% |
| Pension and profit-sharing plans | 4% | 2% |
| Corporations and other businesses | 0% | 17% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 178 | $47.2M | 13.7% | $265K |
| High-net-worth individuals | 103 | $228M | 66.5% | $2.22M |
| Pension and profit-sharing plans | 12 | $8.46M | 2.5% | $705K |
| Corporations and other businesses | Fewer than 5 | $59.3M | 17.3% | — |
| Total | 293 | $343M | 100% | — |
- Clients
- 178
- Regulatory AUM
- $47.2M
- AUM share
- 13.7%
- Avg. per client
- $265K
- Clients
- 103
- Regulatory AUM
- $228M
- AUM share
- 66.5%
- Avg. per client
- $2.22M
- Clients
- 12
- Regulatory AUM
- $8.46M
- AUM share
- 2.5%
- Avg. per client
- $705K
- Clients
- Fewer than 5
- Regulatory AUM
- $59.3M
- AUM share
- 17.3%
- Avg. per client
- —
Total
- Clients
- 293
- Regulatory AUM
- $343M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Vertrix Wealth Management charges up to 1.25% a year for its Investment Advisory Fees. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Retirement Plan Fees
- Retirement plan fees are negotiable, billed quarterly in advance on plan assets or as a flat fee, with a minimum plan fee of $2,000.
24 Strand, LLC owns 75% or more of Vertrix Wealth Management and is in turn owned by Kristie Guadiano (75% or more). The leadership team of Vertrix Wealth Management includes Chief Compliance Officer Michael Wachsler. It has 12 employees, 7 of them in advisory roles.
Staff
- 12 employees
- 7 in advisory functions
- 7 state-registered reps
- Owns 75% or more of Vertrix Wealth Management, LLC
24 Strand, LLC
Control person · since November 2025
- Owns 75% or more of 24 Strand, LLC
Kristie Guadiano
Control person · since October 2025
Besides its headquarters, Vertrix Wealth Management has 1 office, with 2 listed addresses across 2 states.
Michigan · 1 listed address
- 1909 East Big Beaver, TroyHQ
Texas · 1 listed address
- One Riverway, Houston
Other business names
Vertrix Wealth Management has reported 1 other business name to the SEC.
- Vertrix Wealth Management
Contact and registration details
- Legal name
- Vertrix Wealth Management, LLC
- Headquarters
- 1909 East Big Beaver, Troy, MI 48083
- Website
- vertrixwm.com
- Phone
- 248-602-0555
- SEC file
- 801-134983
- Founded
- 2025
- Structure
- Michigan LLC
- Fiscal year end
- December
Vertrix Wealth Management’s named custodian for separately managed accounts is Charles Schwab ($343M). Vertrix Wealth Management does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $343M100%
At year end, Vertrix Wealth Management’s separately managed accounts were mostly in stocks (53%) and funds (40%). Its reported 13F holdings for the quarter ended 30 June 2026 total $297M across 103 positions; the largest are Vanguard BD Index Fds (5.1%), Vanguard BD Index Fds (5.0%) and Vanguard Malvern Fds (4.4%).
What the accounts hold
- Stocks53%
- Funds40%
- Cash7%
How many clients does Vertrix Wealth Management have?
Vertrix Wealth Management has 293 clients and manages $343 million for them, as of April 2026. They include 178 individual clients, 103 high-net-worth individuals, and 12 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 29 April 2026
What services does Vertrix Wealth Management offer?
Vertrix Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and pension consulting.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Vertrix Wealth Management charge?
Vertrix Wealth Management charges up to 1.25% a year for its Investment Advisory Fees. The fee is billed in advance and is negotiable.
Source: VERTRIX WEALTH MANAGEMENT ADV 2A FIRM BROCHURE_03202026, filed 29 April 2026
Which custodians does Vertrix Wealth Management use?
Vertrix Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $343M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 29 April 2026
How many financial advisors does Vertrix Wealth Management have?
Vertrix Wealth Management has 7 investment adviser representatives registered with state securities authorities, out of 12 employees, and 7 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Vertrix Wealth Management invest in?
At the end of its last fiscal year, Vertrix Wealth Management’s separately managed accounts held 53% exchange-traded equities, 40% registered funds (mutual funds, ETFs, BDCs) and 7% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Vertrix Wealth Management?
Vertrix Wealth Management is owned through a holding company by Kristie Guadiano. Its direct owner is 24 Strand, LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 29 April 2026
How does Vertrix Wealth Management get paid?
Vertrix Wealth Management is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Vertrix Wealth Management?
Vertrix Wealth Management’s main office is at 1909 East Big Beaver, Troy, MI 48083. Its phone number is 248-602-0555. Its website is vertrixwm.com.