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Founder & Managing Partner · Vertrix Wealth Management, LLC

Kristie L. Guadiano

CRD 5096290 · Named on Form ADV at one SEC-registered adviser

At a glance

Vertrix Wealth Management, LLC, an SEC-registered wealth manager based in Troy, MI with $343 million in regulatory assets, lists Kristie L. Guadiano on its Form ADV as Founder & Managing Partner, a control person.

Firms and roles

AtlasMembers

Kristie’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Michael B. WachslerChief Compliance Officer & Director of Wealth Management, Vertrix Wealth Management, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kristie’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.