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Building 2VERTIS WEALTH, LLC

Map pinCHICAGO, IL
Phone774-874-3686
NotebookSEC #801-132579
Total AUM
$140.7M
Employees
17
Clients
835

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
875 NORTH MICHIGAN AVE.
UNIT 3940
CHICAGO
IL 60611
United States
Operating Hours
8AM - 5PM
Monday - Friday
Phone
774-874-3686
Other Offices
6

ReceiptFinancials

Total AUM
$140.7M
Accounts
2,160
Discretionary
$140.7M
Accounts
2,160
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
813
AUM
$103.4M
HNW Individual Clients
20
AUM
$36.9M
Charitable Organization Clients
2
AUM
$351.4K

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
A PERCENTAGE OF ASSETS UNDER ADVISEMENT

Shield checkCompliance

Disclosures

None reported

State Registrations
ALARFLGAILINMINJPATNTXWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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