Jordan Neumann
Vertrix Wealth Management · Troy, Michigan
Jordan Neumann is a fee-only financial advisor at Vertrix Wealth Management in Troy, Michigan. Vertrix Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Vertrix Wealth Management |
|---|---|
| Based in | Troy, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $343.2M across 661 accounts |
| SEC registration | Investment adviser representative in MI, TX · CRD 6861927 |
| Exams passed | Series 65 (2020) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.vertrixwm.com |
How Jordan's firm compares
- Vertrix Wealth Management's average account is about $519,000, from its Form ADV (assets managed divided by 661 accounts).
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Questions about Jordan
Is Jordan Neumann a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jordan holds no broker registration, and Vertrix Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jordan charge for financial advice?
Jordan's firm, Vertrix Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Jordan Neumann based?
Jordan Neumann is based in Troy, Michigan.
Is Jordan Neumann registered with the SEC?
Yes. Jordan Neumann is registered as an investment adviser representative in MI and TX (CRD 6861927), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Vertrix Wealth Management manage?
Vertrix Wealth Management reports $343.2M across 661 accounts in assets under management.
How do I contact Jordan Neumann?
Through Jordan's website, www.vertrixwm.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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