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Virtus Wealth Solutions

● SEC registered since 2024CRD 332536SEC# 801-130985Cranford, NJ
Export (members)
Reg. AUM
$501.4M
Employees
6
Accounts
1,021
Location
Cranford, NJ

Virtus Wealth Solutions assets under management

Virtus Wealth Solutions is an SEC-registered investment adviser based in Cranford, NJ. The firm has been registered since 2024. It reports $501.4 million in regulatory assets under management and employs 6 people.
www.linkedin.com/company/virtuswsView on SEC.gov ↗

Virtus Wealth Solutions owners & executives

3 reported
NameTitleOwnershipSince
Devang M. Patel ControlMember, Chief Compliance OfficerUnder 5%2024
Innovative Financial Solutions Nj, LLC ControlMemberOver 75%2024
Devang M. Patel ControlMemberOver 75%2016

Frequently asked questions

How much does Virtus Wealth Solutions manage?

Virtus Wealth Solutions reports $501.4 million in regulatory assets under management on its Form ADV.

How many employees does Virtus Wealth Solutions have?

Virtus Wealth Solutions reports 6 employees.

Where is Virtus Wealth Solutions located?

Virtus Wealth Solutions is based in Cranford, NJ and has been SEC-registered since 2024.

Does Virtus Wealth Solutions disclose fund performance?

Virtus Wealth Solutions is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address517 Centennial Avenue, Suite 200, Cranford, NJ 07016
Phone908-967-6360
Office hours8:30 a.m. - 5:00 p.m.
SEC regionNew York Regional Office (NYRO)
CIK2045870
Discloses disciplinary historyNo

Assets under management

Discretionary$501.4M
Non-discretionary$0
Total (RAUM)$501.4M