Norman Charles Leon
Investment adviser representative at Vertrix Wealth Management, LLC
17 yearsExperience
1 stateRegistered in
$343.2MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- Vertrix Wealth Management, LLCJan 2026 to now
- Greystone Financial Group, LLCJul 2023 to Jan 2026
- Retirement Funding Advisors Inc.Aug 2009 to Jul 2023
Exams passed
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 1 state (MI).
Vertrix Wealth Management, LLC
$343.2MAssets managed
293Clients
6Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5832014
- Firm CRD
- 339547