| Name | Title | Ownership | Since |
|---|---|---|---|
| Gary Lynn Harris Control | President And Owner | Over 75% | 2013 |
| Jason David Derosa | Advisory Supervisor | Under 5% | 2020 |
| Justin Adam Pippert Control | Owner | 5-10% | 2013 |
Vertis Wealth, LLC reports $115.1 million in regulatory assets under management on its Form ADV.
Vertis Wealth, LLC reports 18 employees.
Vertis Wealth, LLC is based in Kalamazoo, MI and has been SEC-registered since 2025.
Vertis Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 107 W. Michigan Ave., Unit 3, Kalamazoo, MI 49007 |
| Phone | 774-874-3686 |
| Office hours | 8a.m. - 5p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
| Discretionary | $115.1M |
| Non-discretionary | $0 |
| Total (RAUM) | $115.1M |