Skip to content

Vertex Wealth ManagementFinancial advisor in Sunnyvale, CA

Vertex Wealth Management is a financial advisor at 640 W California Ave Ste 210, Sunnyvale, CA 94086. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Sunnyvale, CA0 paid placements in any rankingHow we rank

Call (650) 814-0536Website ↗

Key facts

Key facts about Vertex Wealth Management
Address640 W California Ave Ste 210, Sunnyvale, CA 94086Get directions
Phone(650) 814-0536
Websitevertexwealthmanagement.net
HoursMonday to Friday: 8 AM – 3 PM

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Financial PlannersGoogle main category
  • Wealth Managementbusiness name

Service area

Serves Sunnyvale and 11 towns within 25 miles: Mountain View, Cupertino, Los Altos, Santa Clara, Palo Alto, Stanford, Milpitas, Campbell, Saratoga, East Palo Alto and San Jose.

Based in Sunnyvale, CAView on map

Opening hours

Opening hours for Vertex Wealth Management
DayHours
Monday8 AM – 3 PM
Tuesday8 AM – 3 PM
Wednesday8 AM – 3 PM
Thursday8 AM – 3 PM
Friday8 AM – 3 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Vertex Wealth Management

What are Vertex Wealth Management’s hours?

Vertex Wealth Management is open Monday to Friday. Its listed hours are Monday to Friday, 8 AM – 3 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Vertex Wealth Management serve?

Serves Sunnyvale and 11 towns within 25 miles: Mountain View, Cupertino, Los Altos, Santa Clara, Palo Alto, Stanford, Milpitas, Campbell, Saratoga, East Palo Alto and San Jose. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

How do I contact Vertex Wealth Management?

Call Vertex Wealth Management on (650) 814-0536. The business is at 640 W California Ave Ste 210, Sunnyvale, CA 94086. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

Own Vertex Wealth Management? Claim this profile.

Claiming is free. Correct your hours, specialties and service area. The RFA Score is recalculated from corrected data; payment never changes it.

Claim this profile