RIA Intel›Advisers›Indiana›VERTICAL WEALTH, LLC

VERTICAL WEALTH, LLC

Advisory

INDIANAPOLIS, IN

Data as of May 28, 2025 · Source: SEC Form ADV

Average account

$238K

across 133 accounts

AUM per adviser

$16M

2 advisers

Source: SEC Form ADV. Figures as filed May 28, 2025.

Total AUM

$32M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$32M

Discretionary AUM$32M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients66

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InIN

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

66 clients

2 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in IN

Closest by assets under management. All figures from Form ADV.

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SYCAMORE ASSET MANAGEMENT, LLC

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FINANCIAL PLANNING CONSULTANTS, INC.

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