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Joshua Patrick Vandergraaff

Vertrix Wealth Management, LLC

Troy, MI

CRD 6434042

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Employer firm

Vertrix Wealth Management, LLC CRD 339547

$343M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Vertrix Wealth Management, Llc

1909 East Big Beaver, Troy, MI 48083 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2026-01-20
TX RA APPROVED 2026-01-20
  • MI RA
    APPROVED
    Since 2026-01-20
  • TX RA
    APPROVED
    Since 2026-01-20

Branch Locations

1909 East Big Beaver, Troy, MI 48083 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pruco Securities, Llc. Auburn Hills MI 12/2014 07/2022
Prudential Insurance Company Of America Auburn Hills MI 12/2014 07/2022
Pruco Securities, Llc. Auburn Hills MI 12/2020 07/2022
Greystone Financial Group, Llc Bloomfield Hills MI 07/2022 01/2026
Vertrix Wealth Management, Llc Troy MI 01/2026 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-07-20
S63 Uniform Securities Agent State Law Examination 2015-03-16
  • S65 Uniform Investment Adviser Law Examination
    2017-07-20
  • S63 Uniform Securities Agent State Law Examination
    2015-03-16
Other Names
  • Joshua Vandergraaff

View on SEC IAPD

Nearby Firms

COOK & ASSOCIATES
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

Nearby Investors

MATTHEW PAUL COOK
AMY LYNN ROBERTS
MICHAEL A JUSTIN

Nearby Offices

COOK & ASSOCIATES · TROY, MI
LPL FINANCIAL LLC · TROY, MI
LPL FINANCIAL LLC · TROY, MI

More in Troy, MI

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