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- Custodian
- Altruist · JP Morgan · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-10-2019
- Office Locations
- 1
Office Locations
About Virgil Wealth Advisory
Virgil Wealth Advisory is a registered investment adviser providing personalized financial planning and customized investment management, helping clients optimize cash flow and plan for major life events. Based in Cincinnati and registered in New York and Ohio, it serves retail clients including physicians and retirees and typically implements portfolios primarily with ETFs (Altruist is a listed custodian).
Team overview
Insights
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Robert V Maher
Chief Compliance Officer, Chief Executive Officer, FOUNDER, Owner
- CRD
- #6576916
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,171,748 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,171,748 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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