Who owns Vertex Planning Partners, LLC?

No ownership or control links for Vertex Planning Partners, LLC are resolved in the current sources yet — view the network graph to expand, or pull the cited JSON dossier.

What is Vertex Planning Partners, LLC's risk level?

Vertex Planning Partners, LLC has not yet been risk-scored — absence of a score means "not yet assessed", not "clean". Risk levels are heuristic investigative leads, not legal determinations of beneficial ownership.

Where does Vertex Planning Partners, LLC appear across sources?

Vertex Planning Partners, LLC is indexed in the WhiteIntel corporate-ownership graph (US), with a source on every claim.

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Vertex Planning Partners, LLC

Name: Vertex Planning Partners, LLC — ownership dossier
Creator: WhiteIntel
License: https://whiteintel.dev/terms
Keywords: corporate ownership, beneficial ownership, UBO, corporate intelligence, OSINT, corporate registry, Vertex Planning Partners, LLC, Company, US

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Company · US

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Ownership & control

No ownership or control links resolved yet

An absent link means “not yet observed in our current sources”, not that none exists — cross-source resolution is still growing.

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Assets held

135 assetsPREMIUM

135 linked assets — vessels, aircraft, property & securities with identifiers. Unlock the itemised list.

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People & control

74 parties · 0 current

Every officer, person with significant control and cross-company role we hold, resolved into one entry per party. Roles are registry records, not a claim of control.

●
ABBOTT LABORATORIES
Also holds roles at 24 other companies
- GARDA CAPITAL PARTNERS LP13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
●
ABBVIE INC
Also holds roles at 24 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
●
AMAZON.COM INC
Also holds roles at 30 other companies
- MAKENA CAPITAL MANAGEMENT LLC13F holder
- Marathon Trading Investment Management LLC13F holder
- Merlin Capital, Inc13F holder
●
AMGEN INC
Also holds roles at 23 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
●
APPLE INC
Also holds roles at 33 other companies
- GARDA CAPITAL PARTNERS LP13F holder
- Marathon Trading Investment Management LLC13F holder
- Merlin Capital, Inc13F holder
●
CAMPBELL SOUP CO COM
Also holds roles at 9 other companies
- ACADIAN ASSET MANAGEMENT LLC13F holder
- HSBC HOLDINGS PLC13F holder
- WEST PACES ADVISORS INC.13F holder
●
CATERPILLAR INC
Also holds roles at 26 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
●
COSTCO WHOLESALE CORP
Also holds roles at 23 other companies
- GENEVA CAPITAL MANAGEMENT LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
●
DIMENSIONAL ETF TRUST
Also holds roles at 3 other companies
- Capstone Financial Advisors, Inc.13F holder
- Moss Adams Wealth Advisors LLC13F holder
- Vawter Financial, Ltd.13F holder
●
EXXON MOBIL CORP
Also holds roles at 25 other companies
- Marathon Trading Investment Management LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
●
FACEBOOK INC-A
Also holds roles at 25 other companies
- Merlin Capital, Inc13F holder
- Marathon Trading Investment Management LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
●
HEALTH CARE SELECT SECTOR SPDR FUND
Also holds roles at 11 other companies
- Marathon Trading Investment Management LLC13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
●
HERSHEY CO COM
Also holds roles at 12 other companies
- Freedom Investment Management, Inc.13F holder
- Vinva Investment Management Ltd13F holder
- Estabrook Capital Management13F holder
●
HOME DEPOT INC
Also holds roles at 23 other companies
- Marathon Trading Investment Management LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
●
INTUITIVE SURGICAL INC
Also holds roles at 13 other companies
- GENEVA CAPITAL MANAGEMENT LLC13F holder
- Freedom Investment Management, Inc.13F holder
- Vinva Investment Management Ltd13F holder
●
INVESCO EXCH TRADED FD TR II
Also holds roles at 2 other companies
- Belmont Capital, LLC13F holder
- VANGUARD GROUP INC13F holder
●
INVESCO QQQ TR
Also holds roles at 12 other companies
- Marathon Trading Investment Management LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Capstone Financial Advisors, Inc.13F holder
●
INVESCO S&P 500 EQUAL WEIGHT ETF
Also holds roles at 5 other companies
- HSBC HOLDINGS PLC13F holder
- WEST PACES ADVISORS INC.13F holder
- Moss Adams Wealth Advisors LLC13F holder
●
ISHARES 20 YEAR TREASURY BOND ETF
Also holds roles at 11 other companies
- Marathon Trading Investment Management LLC13F holder
- Freedom Investment Management, Inc.13F holder
- Capstone Financial Advisors, Inc.13F holder
●
ISHARES CORE MSCI EAFE ETF
Also holds roles at 10 other companies
- Freedom Investment Management, Inc.13F holder
- Regis Acquisition Inc.13F holder
- ACADIAN ASSET MANAGEMENT LLC13F holder
●
ISHARES CORE MSCI EMERGING MARKETS ETF
Also holds roles at 7 other companies
- Regis Acquisition Inc.13F holder
- WEST PACES ADVISORS INC.13F holder
- Moss Adams Wealth Advisors LLC13F holder
●
ISHARES CORE S&P MID-CAP ETF
Also holds roles at 12 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- HSBC HOLDINGS PLC13F holder
●
ISHARES CORE S&P SMALL CAP ETF
Also holds roles at 13 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Capstone Financial Advisors, Inc.13F holder
●
ISHARES INC
Also holds roles at 1 other company
- HSBC HOLDINGS PLC13F holder
●
ISHARES MBS ETF
Also holds roles at 5 other companies
- Freedom Investment Management, Inc.13F holder
- HSBC HOLDINGS PLC13F holder
- WEST PACES ADVISORS INC.13F holder
●
ISHARES MSCI EAFE ETF
Also holds roles at 13 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
●
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
Also holds roles at 1 other company
- WEST PACES ADVISORS INC.13F holder
●
ISHARES RUSSELL 1000 ETF
Also holds roles at 11 other companies
- Capstone Financial Advisors, Inc.13F holder
- WEST PACES ADVISORS INC.13F holder
- Moss Adams Wealth Advisors LLC13F holder
●
ISHARES RUSSELL 1000 GROWTH ETF
Also holds roles at 10 other companies
- Belmont Capital, LLC13F holder
- Capstone Financial Advisors, Inc.13F holder
- WEST PACES ADVISORS INC.13F holder
●
ISHARES RUSSELL MIDCAP ETF
Also holds roles at 5 other companies
- WEST PACES ADVISORS INC.13F holder
- Moss Adams Wealth Advisors LLC13F holder
- VANGUARD GROUP INC13F holder
●
ISHARES S&P 500 VALUE ETF
Also holds roles at 6 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- WEST PACES ADVISORS INC.13F holder
- VANGUARD GROUP INC13F holder
●
ISHARES S&P MID-CAP 400 GROWTH ETF
Also holds roles at 4 other companies
- WEST PACES ADVISORS INC.13F holder
- Moss Adams Wealth Advisors LLC13F holder
- VANGUARD GROUP INC13F holder
●
ISHARES SELECT DIVIDEND ETF
Also holds roles at 6 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- WEST PACES ADVISORS INC.13F holder
- Moss Adams Wealth Advisors LLC13F holder
●
ISHARES TR
Also holds roles at 18 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Moss Adams Wealth Advisors LLC13F holder
- VANGUARD GROUP INC13F holder
●
ISHARES TREASURY FLOATING RATE BOND ETF
Also holds roles at 1 other company
- RETIREMENT CAPITAL STRATEGIES13F holder
●
ISHARES U.S. FINANCIALS ETF
Also holds roles at 1 other company
- WEST PACES ADVISORS INC.13F holder
●
J P MORGAN EXCHANGE TRADED F
Also holds roles at 6 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Capstone Financial Advisors, Inc.13F holder
- Vawter Financial, Ltd.13F holder
●
JOHNSON & JOHNSON
Also holds roles at 26 other companies
- GARDA CAPITAL PARTNERS LP13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
●
JPMORGAN CHASE & CO
Also holds roles at 27 other companies
- Marathon Trading Investment Management LLC13F holder
- EPACRIA CAPITAL PARTNERS, LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
●
JPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETF
Also holds roles at 1 other company
- Freedom Investment Management, Inc.13F holder
●
LILLY ELI & COMPANY
Also holds roles at 23 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
●
LOWES COMPANIES INC
Also holds roles at 20 other companies
- GARDA CAPITAL PARTNERS LP13F holder
- GENEVA CAPITAL MANAGEMENT LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
●
MCDONALDS CORP
Also holds roles at 23 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
●
MCKESSON CORP COM
Also holds roles at 16 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Vinva Investment Management Ltd13F holder
●
MICROSOFT CORP
Also holds roles at 30 other companies
- MAKENA CAPITAL MANAGEMENT LLC13F holder
- Merlin Capital, Inc13F holder
- Marathon Trading Investment Management LLC13F holder
●
NEXTERA ENERGY INC COM
Also holds roles at 18 other companies
- Marathon Trading Investment Management LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
●
PACER FDS TR
Also holds roles at 3 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- WNY Asset Management, LLC13F holder
- Fisher Asset Management, LLC13F holder
●
PEPSICO INCORPORATED
Also holds roles at 24 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
●
PFIZER INC
Also holds roles at 25 other companies
- Marathon Trading Investment Management LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
●
PIMCO ACTIVE BOND ETF
Also holds roles at 1 other company
- Regis Acquisition Inc.13F holder
●
PIMCO ETF TR
Also holds roles at 2 other companies
- Slocum, Gordon & Co LLP13F holder
- Continuum Advisory, LLC13F holder
●
PIMCO ETF TR INV GRD CRP BD
Also holds roles at 1 other company
- Fisher Asset Management, LLC13F holder
●
PROCTER AND GAMBLE COMPANY
Also holds roles at 25 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
●
REAL ESTATE SELECT SECTOR SPDR FUND
Also holds roles at 5 other companies
- Marathon Trading Investment Management LLC13F holder
- Freedom Investment Management, Inc.13F holder
- WEST PACES ADVISORS INC.13F holder
●
SCHWAB U.S. LARGE-CAP ETF
Also holds roles at 4 other companies
- WEST PACES ADVISORS INC.13F holder
- Moss Adams Wealth Advisors LLC13F holder
- Continuum Advisory, LLC13F holder
●
SCHWAB US AGGREGATE BOND ETF
Also holds roles at 2 other companies
- WEST PACES ADVISORS INC.13F holder
- WNY Asset Management, LLC13F holder
●
SELECT SECTOR SPDR TR
Also holds roles at 9 other companies
- Marathon Trading Investment Management LLC13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
●
SPDR BLOOMBERG 3-12 MONTH T-BILL ETF
Also holds roles at 1 other company
- RETIREMENT CAPITAL STRATEGIES13F holder
●
SPDR GOLD SHARES
Also holds roles at 14 other companies
- Marathon Trading Investment Management LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
●
SPDR INDEX SHS FDS
Also holds roles at 6 other companies
- Freedom Investment Management, Inc.13F holder
- Moss Adams Wealth Advisors LLC13F holder
- Vawter Financial, Ltd.13F holder
●
SPDR Portfolio Short Term Treasury ETF
Also holds roles at 3 other companies
- CoreFirst Bank & Trust13F holder
- Continuum Advisory, LLC13F holder
- Fisher Asset Management, LLC13F holder
●
SPDR S&P 500 ETF TRUST
Also holds roles at 21 other companies
- EPACRIA CAPITAL PARTNERS, LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
●
SPDR S&P DIVIDEND ETF
Also holds roles at 7 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- HSBC HOLDINGS PLC13F holder
●
SPDR S&P MIDCAP 400 ETF TRUST
Also holds roles at 8 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Capstone Financial Advisors, Inc.13F holder
- RETIREMENT CAPITAL STRATEGIES13F holder
●
SPDR SER TR
Also holds roles at 11 other companies
- Freedom Investment Management, Inc.13F holder
- Vawter Financial, Ltd.13F holder
- Slocum, Gordon & Co LLP13F holder
●
TECHNOLOGY SELECT SECTOR SPDR FUND
Also holds roles at 11 other companies
- Marathon Trading Investment Management LLC13F holder
- Freedom Investment Management, Inc.13F holder
- Estabrook Capital Management13F holder
●
UNITED PARCEL SERVICE - CL B
Also holds roles at 15 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
●
VANECK ETF TRUST
Also holds roles at 2 other companies
- HSBC HOLDINGS PLC13F holder
- Continuum Advisory, LLC13F holder
●
VANGUARD ADMIRAL FDS INC
Also holds roles at 2 other companies
- VANGUARD GROUP INC13F holder
- WNY Asset Management, LLC13F holder
●
VANGUARD GROWTH ETF
Also holds roles at 11 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- OLIVER LAGORE VANVALIN INVESTMENT GROUP13F holder
●
VANGUARD INDEX FDS
Also holds roles at 8 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Moss Adams Wealth Advisors LLC13F holder
- VANGUARD GROUP INC13F holder
●
VANGUARD MID-CAP VALUE ETF
Also holds roles at 8 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- HSBC HOLDINGS PLC13F holder
- WEST PACES ADVISORS INC.13F holder
●
VANGUARD SCOTTSDALE FDS
Also holds roles at 6 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- MINOT CAPITAL, LP13F holder
- Moss Adams Wealth Advisors LLC13F holder
●
VANGUARD TOTAL STOCK MARKET ETF
Also holds roles at 14 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Belmont Capital, LLC13F holder
- Capstone Financial Advisors, Inc.13F holder

74 parties · 0 current. Ceased and resigned records are retained as history.

Community intel

Crowd leads · unverified

Tips, corrections and leads contributed by the community on Vertex Planning Partners, LLC. These are unverified leads, not WhiteIntel findings — we surface them for investigators to chase, and analyse the corroborated ones into SnitchScore.

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