Vertrix Wealth Management, LLC

Vertrix Wealth Management provides comprehensive investment advisory and retirement-plan consulting to a mix of individuals, trusts, estates, small businesses, pension and profit-sharing plans, and charitable organizations. The firm reports $343 million in discretionary assets under management, works on both discretionary and non-discretionary mandates, and includes financial planning as part of its portfolio management services at no additional charge.

The firm follows a tactical investment approach that blends fundamental and technical analysis, adjusts asset allocations in response to market and macroeconomic signals, and offers a range of strategies from diversified ETF portfolios to concentrated equity sleeves and a high-volatility “Frontier” strategy focused on technology, clean energy and digital-asset exposure. Portfolio construction can incorporate options for hedging and a mix of equities, fixed income ETFs and alternative exposures, with explicit disclosures of risks such as cryptocurrency volatility, small-/mid-cap and liquidity risks.

Notable differences from many peers include its recent formation and rapid asset growth since becoming operational in early 2026, an explicit capability to act as a 3(38) investment manager for retirement plans, and a firm policy to recommend Charles Schwab as the primary qualified custodian while receiving institutional services from Schwab. The firm also maintains a formal Code of Ethics and personal trading controls, does not accept proxy voting authority, and continues to have legacy referral arrangements assigned from a prior custodian relationship.