Adviser Profile
| As of Date | 04/30/2025 |
| Registration status | Registration Changed to VERTIS WEALTH, LLC |
| ADV Location | GRAND RAPIDS, MI, United States |
| Contact Info | 800 xxxxxxx |
| Websites |
| AUM* | 115,077,651 12% |
| of that, discretionary | 115,077,651 12% |
| Number of Employees | 18 6% |
| of those in investment advisory functions | 6 20% |
| Private Fund GAV* | 0 |
| Avg Account Size | 62,204 -12% |
| % High Net Worth | 1.32% -16% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
1
1
1
1
Private Funds
No private funds