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Kristie Lee Guadiano

Founder & Managing PartnerVertrix Wealth Management, LLCCRD 5096290

About Kristie Lee Guadiano

Kristie Lee Guadiano is listed as Founder & Managing Partner at Vertrix Wealth Management, LLC in Troy, MI. Form ADV reports a beneficial ownership band of Under 5%. Kristie Lee Guadiano is associated with 3 registered advisers.

Reported ownership

Owns Under 5% of Vertrix Wealth Management, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Kristie Lee Guadiano work?

Kristie Lee Guadiano is listed as Founder & Managing Partner at Vertrix Wealth Management, LLC on SEC Form ADV.

How much of Vertrix Wealth Management, LLC does Kristie Lee Guadiano own?

Form ADV reports a beneficial ownership band of Under 5%.

Vertrix Wealth Management, LLC

TitleFounder & Managing Partner
OwnershipUnder 5%
Control personYes
Since2025
View Vertrix Wealth Management, LLC →

Greystone Financial Group, LLC

TitleSole Member
OwnershipOver 75%
Control personYes
Since2021
View Greystone Financial Group, LLC →

Vertrix Wealth Management, LLC

TitleSole Member
OwnershipOver 75%
Control personYes
Since2025
View Vertrix Wealth Management, LLC →