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Virtus Wealth Solutions

Headquartered in CRANFORD, NJ

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Firm Information

Virtus Wealth Solutions is an investment advisory firm based in Cranford, NJ. They provide financial planning, pension consulting, and portfolio management services to individuals, corporations, and other entities, including high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. The firm has approximately $481.5 million in regulatory assets under management and serves over 1,000 accounts.

Virtus Wealth Solutions

517 CENTENNIAL AVENUE

CRANFORD, NJ 07016

$481.52M

Assets Under Management

Not reported

Total Clients

Not reported

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

VIRTUS WEALTH SOLUTIONS has a total of 1 branch locations across the country.
location

CRANFORD, NJ

Advisors at Virtus Wealth Solutions

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Unclaimed
Devang M. Patel

CFP®, RA

Cranford, NJ

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Dorota Warchol

CFC®, RA

Cranford, NJ

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Hirbod Azmi

RA

Cranford, NJ

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Disclosures

There are no public disclosures for Virtus Wealth Solutions.

Frequently Asked Questions (7)

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