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Michael Brian Wachsler

VERTRIX WEALTH MANAGEMENT
Houston, TX
·CRD# 2936160·29 years experience

Professional Summary

Michael Brian Wachsler, who also goes by Brian Wachsler, is a registered financial advisor currently at VERTRIX WEALTH MANAGEMENT, LLC located in Houston, Texas. Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Michael has worked at 10 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Brian Wachsler

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

29 years in the financial services industry

Current & Past Employments

VERTRIX WEALTH MANAGEMENT, LLC·CRD# 339547
RIA
One Riverway Suite 2000, Houston, TX 77056
January 16, 2026 - Present
GREYSTONE FINANCIAL GROUP, LLC·CRD# 306595
RIA
Houston, TX
September 16, 2020 - January 21, 2026
POLARIS WEALTH ADVISORY GROUP·CRD# 158718
RIA
Houston, TX
March 1, 2017 - August 6, 2020
SCOTTRADE INVESTMENT MANAGEMENT·CRD# 169988
RIA
Saint Louis, MO
January 27, 2017 - March 17, 2017
SCOTTRADE, INC.·CRD# 8206
BD
Sugarland, TX
January 26, 2017 - March 17, 2017
RJ CAPITAL, LLC·CRD# 118931
RIA
Houston, TX
August 26, 2014 - January 24, 2018
MERCER GLOBAL ADVISORS INC.·CRD# 147363
RIA
Sugar Land, TX
December 2, 2013 - July 28, 2014
RJ CAPITAL, LLC·CRD# 118931
RIA
Houston, TX
January 22, 2008 - December 12, 2013
CENTURY MANAGEMENT FINANCIAL ADVISORS·CRD# 112308
RIA
Houston, TX
January 2, 2002 - February 29, 2008
CHARLES SCHWAB & CO., INC.·CRD# 5393
BD
Westlake, TX
March 8, 1999 - May 17, 2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
BD
New York, NY
November 6, 1997 - January 14, 1999

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Current Firm

VW
VERTRIX WEALTH MANAGEMENT, LLC

VERTRIX WEALTH MANAGEMENT | VERTRIX WEALTH MANAGEMENT, LLC

CRD#: 339547 / SEC#: 801-134983
RIA
Registered Investment Advisory firm - SEC (12/19/2025 Approved)

Contact Information

Main Address

1909 East Big Beaver, Troy, MI 48083

Phone Number

(248) 602-0555

# of Employees

12

SEC notice filing (6 States and Territories)

Registered to provide investment advisory services in 6 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

VERTRIX WEALTH MANAGEMENT ADV 2A FIRM BROCHURE_03202026 (4/29/2026)

Regulatory Assets Under Management

Total Number of Accounts

661

AUM (Assets Under Management)

$343,192,521

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
VW
VERTRIX WEALTH MANAGEMENT, LLC

VERTRIX WEALTH MANAGEMENT | VERTRIX WEALTH MANAGEMENT, LLC

CRD#: 339547 / SEC#: 801-134983
RIA
Registered Investment Advisory firm - SEC (12/19/2025 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Michigan
(1/16/2026)
IAR
Texas
(1/16/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Dec 1997About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Mar 2017About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jan 2017About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Michael Brian Wachsler's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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MW
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