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=0.56 fund_share=0.44 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$9.4MItem 5.F on the latest filing (2026-04-01); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$9.4M

Private client RAUM

$5.3MderivedItem 5.D individuals plus high net worth individuals

Private client share

56%derivedprivate client RAUM over total RAUM

Advisors on IAPD

0

Employees

8

Advisory employees

2

Offices

0Schedule D 1.F, beyond the principal office

Accounts

33

High net worth clients

32

Custody, client assets

$0

SEC number

801-132917

CRD

335668

Filings on the tape

2

First filed

May 2, 2025

Latest filed

Apr 1, 2026

Organised

Corporation

Website

vdam.virgo.co

Graph

RIA / Wealth Management

Canonical id

dfx:ria:ac40501e-a22a-0bc5-03e2-464359c2230f

First observed

May 2, 2025

Last observed

Apr 1, 2026 5 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.