This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.96 fund_share=0.0 institutional_share=0.04 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$211MItem 5.F on the latest filing (2026-07-07); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$203M

Private client RAUM

$203MderivedItem 5.D individuals plus high net worth individuals

Private client share

96%derivedprivate client RAUM over total RAUM

Advisors on IAPD

3

RAUM per advisor

$70.5Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

3

Advisory employees

3

Offices

4Schedule D 1.F, beyond the principal office

Accounts

261

Individual clients

20

High net worth clients

77

Custody, client assets

$78.4M

SEC number

801-123564

CRD

283438

Filings on the tape

14

First filed

Feb 28, 2022

Latest filed

Jul 7, 2026

Organised

Limited Liability Company, IL

• Occurred

  Jan 25, 2024
  Advisor changed firm

  Gery Joseph Sadzewicz left Virtue Asset Management Llc for Stevard Llc (registered 2016-09-13)

  Form ADVobserved 6 days ago
• Occurred

  Feb 28, 2022
  First Form ADV filing

  Virtue Asset Management Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:3c2fdf00-3481-e417-6968-c82dd8cece7f

First observed

Feb 28, 2022

Last observed

Jul 7, 2026 2 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.