← Tributary

VERTIS WEALTH, LLC

CHICAGO, IL · CRD 307270 · IAPD ↗ · vertiswealth.com · 774-874-3686

$140.7MRegulatory AUM
6Advisory reps
17Employees
7Clients
More than 500Planning clients
0Private funds
12States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — VERTIS WEALTH, LLC moved its main office from KALAMAZOO, MI to CHICAGO, IL.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
58
April 2026 — VERTIS WEALTH, LLC reports More than 500 financial-planning clients, up from 251-500.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
95
May 2025 — VERTIS WEALTH, LLC (KALAMAZOO, MI) is newly SEC-registered with $115.1M RAUM and 6 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.