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VERTEX PARTNERS

DOWNERS GROVE, IL · CRD 316839 · IAPD ↗ · 630-836-3300

$1.01BRegulatory AUM
13Advisory reps
20Employees
3Clients
More than 500Planning clients
0Private funds
18States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

85
April 2026 — VERTEX PARTNERS crossed $1B in regulatory AUM ($827.9M -> $1.01B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
53
April 2024 — VERTEX PARTNERS added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2024 — VERTEX PARTNERS crossed $500M in regulatory AUM ($481.1M -> $671.2M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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