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VIRTUE ASSET MANAGEMENT LLC

BARRINGTON, IL · CRD 283438 · IAPD ↗ · 847-892-7145

$211.4MRegulatory AUM
3Advisory reps
3Employees
0Clients
11-25Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
July 2026 — VIRTUE ASSET MANAGEMENT LLC added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
60
March 2025 — VIRTUE ASSET MANAGEMENT LLC reported RAUM up 26% ($147.7M -> $185.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.