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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

VERTRIX WEALTH MANAGEMENT, LLC

CRD 339547

TROY, MI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:81c8787f-2441-27fe-3efc-af39461054cc

Data as of Apr 29, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:24 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 1
On other graphs: 0
Observed: Nov 18, 2025 to Apr 29, 2026
4 observations

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

Firm class: independent wealth managerderivedprivate_client_share=0.8 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $343MItem 5.F on the latest filing (2026-04-29); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $343M
Private client RAUM: $275MderivedItem 5.D individuals plus high net worth individuals
Private client share: 80%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 6
RAUM per advisor: $57.2Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 12
Advisory employees: 7
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 661
Individual clients: 178
High net worth clients: 103
SEC number: 801-134983
CIK: 2118328
CRD: 339547
Filings on the tape: 4
First filed: Nov 18, 2025
Latest filed: Apr 29, 2026
Organised: Limited Liability Company, MI
Website: vertrixwm.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	In industry	Prior firms	Dual registered
MICHAEL BRIAN WACHSLER	n/a	TROY, MI \| Houston, TX	28	7	no
KRISTIE LEE GUADIANO	n/a	TROY, MI	19	6	no
ERIC WAYNE BABCOCK	n/a	TROY, MI	31	4	no
NORMAN CHARLES LEON	n/a	TROY, MI	17	2	no
JORDAN PAUL NEUMANN	n/a	TROY, MI	10	1	no
ROBERT JOHN YARMAK	Chartered Financial Analyst	TROY, MI \| Mt. Juliet, TN	10	4	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
24 STRAND, LLC	DIRECT OWNER	E	yes	11/2025	Apr 29, 2026	Apr 29, 2026
WACHSLER, MICHAEL, BRIAN	CHIEF COMPLIANCE OFFICER & DIRECTOR OF WEALTH MANAGEMENT	Na	yes	11/2025	Apr 29, 2026	Apr 29, 2026

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 1 of 3

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 29, 2026	$343M	$343M	12	7	1	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
6	0	6	0.0%	0	0	0	6	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$343M	n/a	n/a	n/a	n/a	12	n/a	1	n/a

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
GREYSTONE FINANCIAL GROUP, LLC	5	Jan 21, 2026	Jan 20, 2026	BLOOMFIELD HILLS, MI	Firm absorbed	RIA to new firm	55.6%

Relationships

Controls (2)

← 24 STRAND, LLCOwnerDIRECT OWNER, ownership code E, domestic entity
Apr 29, 2026 to presentfactForm ADV
← WACHSLER, MICHAEL, BRIANOwnerCHIEF COMPLIANCE OFFICER & DIRECTOR OF WEALTH MANAGEMENT, ownership code NA, individual
Apr 29, 2026 to presentfactForm ADV

Registered with (6)

← ROBERT JOHN YARMAKAdvisorregistration: current employment
Jan 21, 2026 to presentfactForm ADV
← ERIC WAYNE BABCOCKAdvisorregistration: current employment
Jan 20, 2026 to presentfactForm ADV
← NORMAN CHARLES LEONAdvisorregistration: current employment
Jan 20, 2026 to presentfactForm ADV
← JORDAN PAUL NEUMANNAdvisorregistration: current employment
Jan 20, 2026 to presentfactForm ADV
← MICHAEL BRIAN WACHSLERAdvisorregistration: current employment
Jan 16, 2026 to presentfactForm ADV
← KRISTIE LEE GUADIANOAdvisorregistration: current employment
Jan 16, 2026 to presentfactForm ADV

Moved with (1)

← GREYSTONE FINANCIAL GROUP, LLCRegistered adviser5 advisors, firm absorbed, same day
Jan 21, 2026 to Jan 21, 2026factForm ADV

Dated events

Occurred
Jan 21, 2026
Firm absorbed
Greystone Financial Group, LLC's advisors moved to Vertrix Wealth Management, LLC (Bloomfield Hills, MI): 5 of 9 registered, on the same day
Form ADVobserved 6 days ago
5 advisors

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:81c8787f-2441-27fe-3efc-af39461054cc
First observed: Nov 18, 2025
Last observed: Apr 29, 2026 4 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

VERTRIX WEALTH MANAGEMENT, LLC

CRD 339547

TROY, MI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:81c8787f-2441-27fe-3efc-af39461054cc

Data as of Apr 29, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:24 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

MICHAEL BRIAN WACHSLER

n/a

TROY, MI | Houston, TX

KRISTIE LEE GUADIANO

n/a

TROY, MI

ERIC WAYNE BABCOCK

n/a

TROY, MI

NORMAN CHARLES LEON

n/a

TROY, MI

JORDAN PAUL NEUMANN

n/a

TROY, MI

ROBERT JOHN YARMAK

Chartered Financial Analyst

TROY, MI | Mt. Juliet, TN

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

24 STRAND, LLC

DIRECT OWNER

yes

11/2025

Apr 29, 2026

WACHSLER, MICHAEL, BRIAN

CHIEF COMPLIANCE OFFICER & DIRECTOR OF WEALTH MANAGEMENT

yes

11/2025

Apr 29, 2026

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 29, 2026

$343M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$343M

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

GREYSTONE FINANCIAL GROUP, LLC

Jan 21, 2026

Jan 20, 2026

BLOOMFIELD HILLS, MI

Firm absorbed

RIA to new firm

55.6%