$1.0M Total AUM
$1.0M Disc. AUM
-- 3Y CAGR
2 Employees
15 ADV. Clients
7 yrs Firm Age
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- Custodian
- Interactive Brokers · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-07-2018
- Office Locations
- 1
Office Locations
-- Houston TX
About Virtuevian Ventures
Virtuevian Advisors (Virtuevian Ventures) is a Houston-based boutique, independent fiduciary RIA with a fee-based structure, providing portfolio management and ongoing wealth/financial planning aligned to clients’ life plans, with an emphasis on cost and tax efficiency. Portfolios are ETF-centric with active construction across short-, medium-, and long-term horizons. Custodies with Interactive Brokers.
Team overview
48 AVG AGE
$500.0K AVG AUM / ADVISOR
$66.7K AVG AUM / CLIENT
5.4 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
FRED CARL DITTMAN III
Chief Compliance Officer, DIRECTOR, President
- CRD
- #5869322
- Ownership
- 75% or more
Available
Available
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J
Justin Gunn
Financial Advisor
- CRD
- #7688175
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Derivatives:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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