VIRTUS WEALTH SOLUTIONS

RIASEC RegisteredEst. 2024

Total AUM

$595M

Discretionary

$595M

100% of AUM

Avg account

$567K

Accounts

1,050

Employees

Advisory reps

Firm details

Headquarters: CRANFORD, New Jersey
CRD number: 332536
Registered since: August 26, 2024
Website: www.virtuswealthsolutions.com
Custodians: NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI79.39%
Individuals13.18%
Corporations / Businesses5.78%
Pension & Profit Sharing Plans0.91%
Charitable Organizations0.75%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Virtus Wealth Solutions is an independent registered investment adviser organized as a limited liability company and registered with the SEC in 2024. The firm serves both individual and family clients as well as institutional investors, offering a mix of financial planning, portfolio management for individuals and small businesses, pension consulting work and the selection of outside advisers. Its fee arrangements include asset-based fees, hourly charges and fixed-fee engagements. The firm identifies as a capital allocator, meaning it places client capital with third-party managers in addition to managing public securities directly. Virtus does not position itself as an active ESG investor.