9AT: VERTIS WEALTH, LLC

VERTIS WEALTH, LLC

VERTIS WEALTH, LLC

TRIFOUND ADVISORY LLC

TRIFOUND ADVISORY, LLC

Show removed companies

As of Date	03/30/2026
Registration	SEC, Approved, 04/28/2025
Other registrations (24)	Washington, Terminated, 06/27/2025 Michigan, Terminated, 06/05/2025 Arkansas, Terminated, 05/29/2025 Georgia, Terminated, 05/28/2025 Indiana, Terminated, 05/28/2025 Pennsylvania, Terminated, 05/28/2025 Alabama, Terminated, 05/27/2025 Florida, Terminated, 05/27/2025 Illinois, Terminated, 05/27/2025 Tennessee, Terminated, 05/27/2025 Texas, Terminated, 05/27/2025 New Jersey, Terminated, 05/02/2025 Georgia, Approved, 10/16/2023 Tennessee, Approved, 07/05/2023 Alabama, Approved, 06/30/2023 Pennsylvania, Approved, 07/25/2022 Arkansas, Approved, 04/08/2021 Indiana, Approved, 03/12/2021 New Jersey, Approved, 01/25/2021 Washington, Approved, 01/19/2021 Texas, Approved, 10/31/2020 Florida, Approved, 10/28/2020 Illinois, Approved, 08/31/2020 Michigan, Approved, 07/17/2020
Former registrations	VERTIS WEALTH, LLC
ADV Location	CHICAGO, IL, United States
Contact Info	774 xxxxxxx
Websites

AUM^*	140,670,604 22%
of that, discretionary	140,670,604 22%
Number of Employees	17 -6%
of those in investment advisory functions	6
Private Fund GAV^*	0
Avg Account Size	65,125 5%
% High Net Worth	2.40% 82%
SMA’s	No
Private Funds	0

- Large advisory firm

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

- A percentage of assets under your management

141M 121M 100M 80M 60M 40M 20M

2025 2026

Discretionary

Non-discretionary

No private funds