Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$140,670,604
Total clients
833
2% high-net worth
Total advisors
6
of 17 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
139
Average account size
$168,872
Vertis Wealth provides investment advisory and financial planning services primarily to individual and high‑net‑worth clients, and also serves corporations and charitable organizations. The firm reports $115,077,651 in discretionary assets under management across 681 clients and delivers both discretionary asset management and non‑discretionary financial consulting engagements.
The firm’s investment program emphasizes long‑term, value‑oriented equity selection, strategic asset allocation and the use of option strategies (including covered calls and protective puts) alongside periodic cash management. Services are tailored to client objectives and may include retirement‑rollover advice and coordination with third‑party estate and tax professionals; clients are custodied through Charles Schwab for managed accounts.
Several operational features distinguish Vertis Wealth from many peers: it operates from seven offices (an uncommon multi‑office footprint for a team of its size), recently consolidated an affiliated insurance agency into the firm and discloses that roughly 25% of advisor time is spent on insurance‑related activities. The firm also conducts impersonal educational events and workshops at no charge and completed its initial SEC registration in April 2025, reflecting a recent transition to SEC‑registered status.
$0 - $2,000,000: 0.95% annually for asset management services $2,000,001 - $4,000,000: 0.85% annually $4,000,001 - $6,000,000: 0.75% annually $6,000,001 - $10,000,000: 0.65% annually $10,000,001+: 0.50% annually
Separate commission-based compensation for insurance products sold by investment adviser representatives acting as insurance agents
Account minimum: $3,000 minimum annual fee Minimum fee: Minimum annual fee of $3,000 for asset management or assets under advisement services
Vertis Wealth, LLC
875 North Michigan Ave., Unit 3940
Chicago IL 60611, United States
Number of offices
7
Alabama · Arkansas · Florida · Georgia · Illinois · Indiana · Michigan · New Jersey · Pennsylvania · Tennessee · Texas · Washington
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Lisle, IL
Vertis Wealth, LLC
Series 63, Series 65
Fort Smith, AR
Vertis Wealth, LLC
Series 65
Bay City, MI
Vertis Wealth, LLC
CFP®, Series 63, Series 66
Bonita Springs, FL
Vertis Wealth, LLC
Series 66
Chicago, IL
Vertis Wealth, LLC
Series 65
Chicago, IL
Vertis Wealth, LLC
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