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RIA / WealthAdvisor28 years in industry

MICHAEL BRIAN WACHSLER

Advisor at VERTRIX WEALTH MANAGEMENT, LLC

TROY, MI | Houston, TX

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Search this name across graphsid dfx:ria:206ed28b-3dd4-67f2-e8bc-4562a4859e0a

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:09 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 1
On other graphs: 0
Observed: Jan 2, 2002 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: VERTRIX WEALTH MANAGEMENT, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 10, 1997earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Dec 10, 1997
First registration: Jan 2, 2002
Dual registered: no
Other names: MICHAEL BRIAN WACHSLER|BRIAN WACHSLER
IAPD individual key: 2936160

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
VERTRIX WEALTH MANAGEMENT, LLC	Independent wealth	Jan 16, 2026	n/a	yes	Houston, TX\|TROY, MI	Current employment
GREYSTONE FINANCIAL GROUP, LLC	Independent wealth	Sep 16, 2020	Jan 21, 2026	no	Houston, TX\|BLOOMFIELD HILLS, MI	Previous registration
POLARIS WEALTH ADVISORY GROUP	Former SEC adviser	Mar 1, 2017	Aug 6, 2020	no	Houston, TX\|SAN RAFAEL, CA	Previous registration
SCOTTRADE INVESTMENT MANAGEMENT	Former SEC adviser	Jan 27, 2017	Mar 17, 2017	no	SAINT LOUIS, MO	Previous registration
RJ CAPITAL, LLC	Former SEC adviser	Aug 26, 2014	Jan 24, 2018	no	HOUSTON, TX	Previous registration
MERCER GLOBAL ADVISORS INC.	Independent wealth	Dec 2, 2013	Jul 28, 2014	no	SUGAR LAND, TX	Previous registration
RJ CAPITAL, LLC	Former SEC adviser	Jan 22, 2008	Dec 12, 2013	no	HOUSTON, TX	Previous registration
CENTURY MANAGEMENT FINANCIAL ADVISORS	Independent wealth	Jan 2, 2002	Feb 29, 2008	no	HOUSTON, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
GREYSTONE FINANCIAL GROUP, LLC	VERTRIX WEALTH MANAGEMENT, LLC	Jan 21, 2026	Jan 16, 2026	-5	Firm change	RIA to new firm
POLARIS WEALTH ADVISORY GROUP	GREYSTONE FINANCIAL GROUP, LLC	Aug 6, 2020	Sep 16, 2020	41	Firm change	RIA to RIA
RJ CAPITAL, LLC	SCOTTRADE INVESTMENT MANAGEMENT	Jan 24, 2018	Jan 27, 2017	-362	Firm change after gap	Other
SCOTTRADE INVESTMENT MANAGEMENT	POLARIS WEALTH ADVISORY GROUP	Mar 17, 2017	Mar 1, 2017	-16	Firm change	Other
MERCER GLOBAL ADVISORS INC.	RJ CAPITAL, LLC	Jul 28, 2014	Aug 26, 2014	29	Firm change	Other
RJ CAPITAL, LLC	MERCER GLOBAL ADVISORS INC.	Dec 12, 2013	Dec 2, 2013	-10	Firm change	Other
CENTURY MANAGEMENT FINANCIAL ADVISORS	RJ CAPITAL, LLC	Feb 29, 2008	Jan 22, 2008	-38	Firm change after gap	Other

Relationships

Registered with (7)

→ VERTRIX WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Jan 16, 2026 to presentfactForm ADV
→ GREYSTONE FINANCIAL GROUP, LLCRegistered adviserregistration: previous registration
Sep 16, 2020 to Jan 21, 2026factForm ADV
→ POLARIS WEALTH ADVISORY GROUPRegistered adviserregistration: previous registration
Mar 1, 2017 to Aug 6, 2020factForm ADV
→ RJ CAPITAL, LLCRegistered adviserregistration: previous registration
Aug 26, 2014 to Jan 24, 2018factForm ADV
→ SCOTTRADE INVESTMENT MANAGEMENTRegistered adviserregistration: previous registration
Jan 27, 2017 to Mar 17, 2017factForm ADV
→ MERCER GLOBAL ADVISORS INC.Registered adviserregistration: previous registration
Dec 2, 2013 to Jul 28, 2014factForm ADV
→ CENTURY MANAGEMENT FINANCIAL ADVISORSRegistered adviserregistration: previous registration
Jan 2, 2002 to Feb 29, 2008factForm ADV

Dated events

Occurred
Jan 21, 2026
Advisor changed firm
Michael Brian Wachsler left Greystone Financial Group, Llc for Vertrix Wealth Management, Llc (registered 2026-01-16)
Form ADVobserved 6 days ago