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- Custodian
- Axos · Transamerica
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-01-2014
- Office Locations
- 1
Office Locations
About Virtuoso Wealth Management
Virtuoso Wealth Management is a Henderson, NV advisory firm providing panoramic, long-term financial planning and portfolio management through its proprietary Orchestrate Formula (Discover, Design, Deploy), coordinating with clients’ other professionals as needed. The practice serves retail investors including business owners/entrepreneurs and builds equity-heavy portfolios with a strong ETF orientation; custody includes Axos and Transamerica.
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Owner & Executives
RAYMOND RALPH RUSSO
Chief Compliance Officer, Owner, President
- CRD
- #1616543
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $222,879 | -- |
| Total | $222,879 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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