VIRTUE WEALTH COUNSEL, LLC

Overview

Virtue Wealth Counsel, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves both individual and family clients as well as institutional relationships and focuses its advisory work on financial planning and portfolio management for individuals and small businesses. Its billing options include asset-based fees, hourly charges, and fixed-fee arrangements. The firm reports a conservative tilt in its practice: it is not identified as an active ESG investor, it does not act as a capital allocator to third‑party private fund managers, and it is not listed as a pension consultant or related adviser. Virtue Wealth Counsel also notes an industry affiliation with a law firm.

Assets & Accounts

Investments & Alternatives