Virtus Wealth Solutions
Firm details
- Headquarters
- Cranford, New Jersey
- CRD number
- 332536
- Registered since
- August 26, 2024
- 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
FINTRXOverview
Virtus Wealth Solutions is an independent registered investment adviser organized as an LLC and identified as a capital allocator. The firm serves both individuals and families as well as institutional clients, providing financial planning, portfolio management for individuals and small businesses, pension consulting and selection of other advisers. Its fee arrangements include percentage-of-AUM billing, hourly charges and fixed fees. The firm is not an active ESG investor and is reported as a single-state adviser; it is SEC-registered as of 2024.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds67%
- Exchange Traded Equities24%
- Cash & Cash Equivalents9%
Contacts
3 of 3
Devang Patel
Wealth ManagerCRD 4583282
Hirbod Azmi
Wealth ManagerCRD 4523839
Dorota Warchol
Financial PlannerCRD 2699754
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 33Active vs passive
$344M in ETFs
45%
$155M
55%
$189M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ADVISORSHARES DORSEY WRIGHT FSM US CORE ETF (DWUS) | AdvisorShares | Active | Large Growth | $95.9M | 1,506,264 | 27.86% |
Location
Cranford, NJ
Union
Location
Cranford, NJ
Headquartered in Cranford, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Union
- Address
- 517 Centennial Ave
- Time zone
- ET (UTC-5)
- Office locations
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