Wealth ManagementFinancial AdvisoryActiveVerified

Vertex 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

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Source

New York Department of State, Division of Corporations · Entity 7921580 · Retrieved May 22, 2026

Search the registry for 7921580 ›JSON record ›

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.

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Filing Details

Entity NameAJS VERTEX WEALTH LLC
Entity TypeLLC
Entity Number7921580
Filing DateMay 20, 2026
Principal AddressLocked
City / State / ZipNew Rochelle, NY 10801
CountyWestchester
TimezoneEastern (ET)
EIN on FileNo
Registered AgentAJS VERTEX WEALTH LLC
Agent AddressLocked
WebsiteYes · domain registered 4830 days before filing · registrar GoDaddy
Website BuildModern
Annual ReportNot yet filed
Estimated Revenue$1M-$10M (estimate)
Estimated Employees6-25 (estimate)
FootprintBrick and mortar (estimate)
Related Filings1 at the same address
First Recorded by DayOneLeadMay 22, 2026 (2 days after filing)

Verified Business Profile

SubcategoryFinancial Advisory

Contact Information

WebsiteLocked
PhoneLocked
EmailLocked
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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.

Domain RegisteredLocked
Domain AgeLocked
RegistrarLocked
Website PlatformLocked
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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

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