← Tributary

VIRTUS WEALTH SOLUTIONS

CRANFORD, NJ · CRD 332536 · IAPD ↗ · 908-967-6360

$594.9MRegulatory AUM
4Advisory reps
6Employees
0Clients
251-500Planning clients
0Private funds
12States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
December 2025 — VIRTUS WEALTH SOLUTIONS began participating in a wrap-fee program.
Firm began participating in a wrap-fee program (Item 5I(1)).
Portfolio / reporting / TAMPCompliance
70
April 2025 — VIRTUS WEALTH SOLUTIONS crossed $500M in regulatory AUM ($481.5M -> $501.4M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
73
February 2025 — VIRTUS WEALTH SOLUTIONS's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
68
January 2025 — VIRTUS WEALTH SOLUTIONS now reports custody of client assets ($46.4M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
95
September 2024 — VIRTUS WEALTH SOLUTIONS (CRANFORD, NJ) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 4 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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