Vertrix Wealth Management, LLC

New filing · SEC EDGAR

This page reproduces a recorded source event. It is not a live quote, forecast, recommendation or legal conclusion.

Event type

filing.new

Occurred

2026-07-09

Reported

2026-07-09

Disclosure lag

0 days

Context

links are based on the recorded entity type

Field	Recorded value
Entity	Vertrix Wealth Management, LLC
Source	SEC EDGAR ↗
Source identifier	—
Event ID	#23220

Recorded payload

JSON payload as stored after parsing

{
  "accession": "0002118328-26-000002",
  "cik": "2118328",
  "company_name": "Vertrix Wealth Management, LLC",
  "form": "13F-HR",
  "source_path": "edgar/data/2118328/0002118328-26-000002.txt"
}

Source: Open recorded SEC filing

Source: SEC EDGAR · as of 2026-07-09T00:00:00Z