Virtus Wealth Solutions
Virtus Wealth Solutions is an SEC-registered wealth manager in Cranford, NJ with $594.9M assets under management (AUM, regulatory AUM), +19% over one year. See who owns Virtus Wealth Solutions: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 332536, SEC 801-130985, data through 2026-03-13.
- AUM (assets under management / regulatory AUM)
- $594.9M (2026-03-13)
- Firm type
- Wealth Manager
- Location
- Cranford, NJ
- Employees
- 6
- Clients
- 325
- CRD
- 332536
- Ownership
- PATEL, DEVANG, M.; INNOVATIVE FINANCIAL SOLUTIONS NJ, LLC
How much AUM does Virtus Wealth Solutions have?
Virtus Wealth Solutions reported $594.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-13).
Who owns Virtus Wealth Solutions?
Disclosed owners and executives of Virtus Wealth Solutions include PATEL, DEVANG, M., INNOVATIVE FINANCIAL SOLUTIONS NJ, LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.