Vertis Wealth, Llc
- Regulatory AUM
- $141M
- Discretionary
- $141M
- Clients
- 835
- Avg AUM / client
- $168K
- Accounts
- 2,160
- Employees
- 17
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 813 | $103M | 73.5% |
| High net worth individuals | 20 | $36.9M | 26.2% |
| Charitable organizations | 2 | $351K | 0.25% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jason David Derosa | Registered representative | CFP | Jul 2020 (6y) | |
| William Standley Eden | Registered representative | Oct 2021 (5y) | ||
| Kyle Michael David Redd | Registered representative | Jun 2022 (4y) | ||
| Allan Scott Peil | Registered representative | Nov 2022 (4y) | ||
| Aaron Lee Harrison | Registered representative | Oct 2024 (2y) | ||
| Taylor Cooper Hemphill | Registered representative | Aug 2025 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 991 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Other fees
- • A PERCENTAGE OF ASSETS UNDER ADVISEMENT
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $141M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗