Chief Compliance Officer & Director of Wealth Management · Vertrix Wealth Management, LLC
Michael B. Wachsler
CRD 2936160 · 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 Michael B. Wachsler on its Form ADV as Chief Compliance Officer & Director of Wealth Management, a control person.
Firms and roles
- Vertrix Wealth Management, LLCChief Compliance Officer & Director of Wealth ManagementWealth manager · Troy, MI · $343M in regulatory assets
AtlasMembers
Michael’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
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
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Colleagues named on the same filings
- Kristie L. GuadianoFounder & Managing Partner, 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 Michael’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.