$30.8M Total AUM
$30.8M Disc. AUM
-- 3Y CAGR
3 Employees
145 ADV. Clients
7 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-14-2018
- Office Locations
- 2
Office Locations
16924 Frances Street Suite 206 Omaha NE
6713 OLD Jacksonville HWY Tyler TX
About Virtue Wealth Counsel, LLC
Virtue Wealth Counsel is a Christian (Catholic-rooted) financial planning and wealth management firm serving individuals, families, and small business owners. The team provides retirement planning, tax and estate strategies, and debt management, and builds faith-based portfolios aligned to Christian values. Client assets are custodied at Charles Schwab.
Team overview
60 AVG AGE
$10.3M AVG AUM / ADVISOR
$212.6K AVG AUM / CLIENT
5.8 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
7yrs Firm Age
Insights
Available
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Available
Available
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
DENNIS GERARD PEATROWSKY
Chief Compliance Officer, Managing Member, President
- CRD
- #2390168
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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M
MARK N HENRY
Chief Executive Officer, Founder
- CRD
- #3003511
Available
Available
Available
D
Dennis Garrett Peatrowsky
--
- CRD
- #7358330
Available
Available
Available
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Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $30,821,589 | -- |
| Non-Discretionary | $0 | -- |
| Total | $30,821,589 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
U.S. Government/Agency:
Available Public Funds:
Available Equity - Exchange:
Available Equity - OTC:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | Available | Available |
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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