V
$594.9M Total AUM
$594.9M Disc. AUM
-- 3Y CAGR
6 Employees
325 ADV. Clients
1 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-26-2024
- Office Locations
- 1
Office Locations
517 Centennial Avenue Suite 200 Cranford NJ
About Virtus Wealth Solutions
Virtus Wealth Solutions is a Cranford-based RIA. The firm has been operating for 1 years. Managing $594.9M in total assets under management, with 4 advisory representatives. They custody assets with Fidelity/NFS.
Team overview
-- AVG AGE
$148.7M AVG AUM / ADVISOR
$1.8M AVG AUM / CLIENT
1.8 yrs AVG TENURE
6 Employees
4 Advisory Reps
3 RIA Reps
1yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
DEVANG M. PATEL
Chief Compliance Officer, Wealth Management Advisor
- CRD
- #4583282
- Ownership
- Less than 5%
Available
Available
Available
Showing 1 of 1 owners & executives
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H
HIRBOD AZMI
--
- CRD
- #4523839
Available
Available
Available
D
DOROTA WARCHOL
Financial Planner
- CRD
- #2699754
Available
Available
Available
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Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $594,905,446 | $566,577 |
| Non-Discretionary | $0 | -- |
| Total | $594,905,446 | $566,577 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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