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Norman Charles Leon

Vertrix Wealth Management, LLC

Troy, MI

CRD 5832014

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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
  • MI 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
Retirement Funding Advisors Inc. Troy MI 08/2009 07/2023
Greystone Financial Group, Llc Bloomfield Hills MI 07/2023 01/2026
Vertrix Wealth Management, Llc Troy MI 01/2026 Present
Previous Registrations
  • 2023-08-28 → 2026-01-21
    Greystone Financial Group, Llc
    Bloomfield Hills, MI
    Troy, MI
    Bloomfield Hills, MI
  • 2010-10-19 → 2023-09-05
    Retirement Funding Advisors Inc.
    Troy, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-08-28
  • S65 Uniform Investment Adviser Law Examination
    2010-08-28
Other Names
  • Norm Leon

View on SEC IAPD

Nearby Firms

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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

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