Every new New York business filing, every dayVertex Wealth Management
AJS VERTEX WEALTH LLC, Registered Agent
The LLC is registered as a wealth management entity in New Rochelle, NY. Candidate W2 is a wealth management firm in nearby Garden City, NY, operating under a very similar name 'Vertex Wealth Management', suggesting the LLC is likely the same or affiliated business.
Filed May 20, 2026 · New Rochelle, NY · Westchester County
Find new wealth management businesses in New Rochelle, then launch a cold email campaign built for you.

Every new New York filing, every day
See how it worksSource
New York Department of State, Division of Corporations · Entity 7921580 · Retrieved May 22, 2026
About Vertex Wealth Management
AJS VERTEX WEALTH LLC filed in New York on May 20, 2026, as a wealth management firm in New Rochelle. The company listed itself as its own registered agent. Its domain was registered on February 27, 2013, over 13 years before the filing, through GoDaddy. The company was first seen by DayOneLead on May 22, 2026, two days after filing. One other entity shares its address. No annual report or EIN on file yet.
- Company listed as its own registered agent, indicating self-representation.
- Domain registered 13 years before filing, suggesting an established online presence.
- First seen two days after filing, a rapid public appearance.
- One other entity shares its address, indicating a shared location.
- We estimate revenue between $1M and $10M and 6-25 employees.
- No annual report or EIN on file yet.
Compiled from the state record, the company's public web presence, and our own research; revenue, employee, and footprint figures are estimates, not verified financials. Updated August 24, 2026.
One of 71 new businesses registered in New Rochelle in May 2026, and the only wealth management business registered there that month.
Is this business yours?
It's getting views. Claim the page for free to control what your customers see.
Filing Details
Verified Business Profile
Contact Information
Verified Website Profile
We matched this business to its website and pulled the domain's registration (WHOIS) record. Domain age is one of the strongest signals that a filing is a truly new business and not a re-filing or paperwork change.
Frequently Asked Questions
When was Vertex Wealth Management registered?
Vertex Wealth Management was registered as LLC on May 20, 2026 in New York.
Where is Vertex Wealth Management located?
Vertex Wealth Management is based in New Rochelle, NY, 10801, in Westchester County.
What type of business is Vertex Wealth Management?
Vertex Wealth Management is classified as a wealth management business (financial advisory).
Does Vertex Wealth Management have an EIN on file?
No EIN was found on file for Vertex Wealth Management at the time of registration.
Who Sells to This Business
Based on the business category, these service providers typically target this type of business.
Turn fresh wealth management businesses into your next customers
We find newly registered businesses, verify their contact details, and build the campaign. You review everything before anything sends.
Build My Campaign Free ›