Virtus Wealth Solutions

RIASEC Registered

Total AUM

$595M

Discretionary

$595M

100% of AUM

Avg account

$567K

Accounts

1,050

Employees

6

Advisory reps

3

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, SEC-registered registered investment adviser (SEC Registered Year 2024) organized as an LLC. The firm acts as a capital allocator for both individual & family and institutional clients, offering financial planning, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds64%
Exchange Traded Equities31%
Cash & Cash Equivalents5%

Owners & executives

Contacts

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 34

Active vs passive

$334M in ETFs

Passive

47%

$155M

Active

54%

$179M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
ADVISORSHARES DORSEY WRIGHT FSM US CORE ETF (DWUS)	AdvisorShares	Active	Large Blend	$88.2M	1,494,373	26.42%

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Primary office

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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