DFX Intelligence

RIA Intelligence

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SEC-registered adviser

V••••• W••••• S••••••••

Independent wealth managerCranford, New JerseyCRD 332536SEC 801-130985website IAPD

Legal name I••••••••• F•••••••• S•••••••• N•• L••

Latest filing Mar 13, 2026

First filing on the tape Jul 25, 2024 · 7 filings

SEC status approved since Aug 26, 2024

RAUM

$595M

reported, Item 5.F

Discretionary

100%

of RAUM

Private clients

93%

$551M individuals and HNW

Advisors

registered through the firm on IAPD

RAUM per advisor

$198M

derived; firm RAUM over IAPD count

Employees

4 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

7 filings and snapshots on the tape

RAUM$595M as of Mar 13, 2026

Mar 24, 2025$501M then

HNW client RAUM$472M as of Mar 13, 2026

Mar 24, 2025$385M then

State-registered IARs (5.B.3)3 as of Mar 13, 2026

Mar 24, 20253 then

Employees (5.A)6 as of Mar 13, 2026

Mar 24, 20256 then

Private funds: no history

RAUM +19% over the last fiscal yearIARs 3 to 3offices 1 to 0

Practice profile

derived from the filing of Mar 13, 2026; every figure names its basis

Archetypes, each a printed rule

HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
Solo or small team · one advisor, or a wealth manager with up to three advisors and one office

RAUM per advisor: $198MderivedRAUM over IAPD advisors; not a book size
Clients per advisor: 102derivedindividual and HNW clients (5.D) over advisors
Average HNW client: $4.3MderivedHNW RAUM over HNW clients
Average account: $566,577derivedRAUM over accounts (5.F.2.f)
Discretionary: 100%derivedof RAUM
Institutional: 1.7%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor: 2.0derivedItem 5.A over advisors
Advisors per office: 3.0derived1 offices incl. principal (1.F.5)
RAUM growth, one year: +19%derivedbetween the last two annual amendments
Advisor growth, one year: +0.0%derivedItem 5.B.3 between annual amendments
Client growth, one year: +0.7%derived
Compensation: percentage of assets, hourly, fixed feesreportedItem 5.E
Advisory activities: financial planning, portfolio management for individuals, pension consulting, selection of other advisersreportedItem 5.G
Wrap fee program: participatesreportedItem 5.I
Custody: $91.1M, 45 clientsreportedItem 9.A
Ownership: no PE, bank or public-company owner found on Schedule Aderived
Advisor book size: not public; not estimatedreported

Also answered yes on Form ADV

buys or sells securities as principal to or from clients (8.A.2)
has discretionary authority over which securities are bought or sold (8.C.1)
receives research or other products from a broker-dealer, soft dollars (8.E)
has custody of client cash or bank accounts (9.A.1.a)
has custody of client securities (9.A.1.b)

Where the RAUM sits

Form ADV Item 5.D, latest filing

High-net-worth individuals$472M79%
Individuals$78.4M13%
Corporations and businesses$34.4M5.8%
Pension and profit-sharing plans$5.4M0.9%
Charitable organizations$4.4M0.7%

Individual clients: 198reported
HNW clients: 109reported
Pension plan clients: 3reported
Charitable clients: 2reported
Accounts: 1,050reported
Financial planning clients: 251-500reported
Wrap fee programs: $0 sponsored, $595M managedreported
Custody of client assets: $91.1M for 45 clientsreported
Compensation: % of AUM, fixed, hourlyreported
Class basis: private_client_share=0.93 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0derived

Advisors registered through the firm

3 on IAPD today, longest tenure first

Name	Branch	Here since	In industry	Prior firms
H••••• A•••	Cranford, Nj	Sep 30, 2024	18 y	3
D••••• M• P••••Certified Financial Planner	Cranford, Nj	Sep 30, 2024	23 y	4
D••••• W••••••Chartered Financial Consultant	Cranford, Nj	Oct 10, 2024	30 y	3

Advisor movement

0 left, 0 joined in 12 months

net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months

Left, latest

none on the tape

Joined, latest

D••••• W•••••• from C••••••••• F•••••••• N••••••
Oct 10, 2024 · Affiliated broker-dealer or bank to a newly registered adviser
H••••• A••• from C••••••••• F•••••••• N••••••
Sep 30, 2024 · Affiliated broker-dealer or bank to a newly registered adviser
D••••• M• P•••• from C••••••••• F•••••••• N••••••
Sep 30, 2024 · Affiliated broker-dealer or bank to a newly registered adviser

Every departure Every arrival

Private funds

No private fund reported.

Owners and control persons

Schedule A and B, latest filing

P••••• D•••••• M• · Member, Chief Compliance Officercontrol
since 07/2024 · owns less than 5%
P••••• D•••••• M• · Membercontrol
since 12/2016 · owns 75% or more of I••••••••• F•••••••• S•••••••• N•• L••

Entity owners

I••••••••• F•••••••• S•••••••• N•• L•• · Member
direct · owns 75% or more

Related persons

Schedule D 7.A

No related person reported.

Office movement

IAPD branch city; joins and departures in 12 months

Office	Advisors	Joined	Left	Teams out	Forming
Cranford, Nj · principal	3	0	0

Offices

Schedule D 1.F, the 25 largest

Elkridge, MD1 employees

ADV anomalies

1 against comparable advisers; where to look, not conclusions

business activity changedChange between filings · filing Mar 13, 2026
selection of other advisers (Item 5.G.7): no on the filing of 2025-11-18, yes on the filing of 2026-03-13
peers: independent wealth managers, $500M to $1B (1,482)

How anomalies are measured

What changed

consecutive filings, newest first

Accounts · 1,021 to 1,050
Nov 18, 2025 to Mar 13, 2026
Advisory activities · 3 to 4
Nov 18, 2025 to Mar 13, 2026
Corporate clients · 7 to 13
Nov 18, 2025 to Mar 13, 2026
HNW clients · 101 to 109
Nov 18, 2025 to Mar 13, 2026
Individual clients · 204 to 198
Nov 18, 2025 to Mar 13, 2026
Pension plan clients · 4 to 3
Nov 18, 2025 to Mar 13, 2026
Assets in custody · $40.2M to $91.1M
Nov 18, 2025 to Mar 13, 2026
Other offices · 1 to 0
Nov 18, 2025 to Mar 13, 2026
Discretionary RAUM · $501M to $595M
Nov 18, 2025 to Mar 13, 2026
HNW RAUM · $385M to $472M
Nov 18, 2025 to Mar 13, 2026
Individual RAUM · $79.0M to $78.4M
Nov 18, 2025 to Mar 13, 2026
Pension RAUM · $7.9M to $5.4M
Nov 18, 2025 to Mar 13, 2026
RAUM · $501M to $595M
Nov 18, 2025 to Mar 13, 2026
Wrap assets (manager) · $501M to $595M
Nov 18, 2025 to Mar 13, 2026
Legal name · V••••• W••••• S•••••••• to I••••••••• F•••••••• S•••••••• N•• L••
Mar 24, 2025 to Nov 18, 2025
Wrap assets (manager) · unset to 501433225.0
Mar 24, 2025 to Nov 18, 2025
Wrap assets (sponsor) · unset to 0.0
Mar 24, 2025 to Nov 18, 2025
Charity clients · unset to 2.0
Dec 26, 2024 to Mar 24, 2025
Corporate clients · 10 to 7
Dec 26, 2024 to Mar 24, 2025
HNW clients · 100 to 101
Dec 26, 2024 to Mar 24, 2025
Individual clients · 205 to 204
Dec 26, 2024 to Mar 24, 2025
Pension plan clients · unset to 4.0
Dec 26, 2024 to Mar 24, 2025
Assets in custody · $46.4M to $40.2M
Dec 26, 2024 to Mar 24, 2025
Employees · 7 to 6
Dec 26, 2024 to Mar 24, 2025
Financial planning clients · 251-500 to 251-500
Dec 26, 2024 to Mar 24, 2025
Discretionary RAUM · $482M to $501M
Dec 26, 2024 to Mar 24, 2025
HNW RAUM · $367M to $385M
Dec 26, 2024 to Mar 24, 2025
Individual RAUM · $80.0M to $79.0M
Dec 26, 2024 to Mar 24, 2025
Pension RAUM · $7.3M to $7.9M
Dec 26, 2024 to Mar 24, 2025
RAUM · $482M to $501M
Dec 26, 2024 to Mar 24, 2025
Accounts · unset to 1021.0
Aug 9, 2024 to Dec 20, 2024
Corporate clients · unset to 10.0
Aug 9, 2024 to Dec 20, 2024
HNW clients · unset to 100.0
Aug 9, 2024 to Dec 20, 2024
Individual clients · unset to 205.0
Aug 9, 2024 to Dec 20, 2024
Assets in custody · unset to 46393391.0
Aug 9, 2024 to Dec 20, 2024
Custody of client assets · false to true
Aug 9, 2024 to Dec 20, 2024
Discretionary RAUM · unset to 481517083.0
Aug 9, 2024 to Dec 20, 2024
HNW RAUM · unset to 367260659.0
Aug 9, 2024 to Dec 20, 2024
Individual RAUM · unset to 79965546.0
Aug 9, 2024 to Dec 20, 2024
Non-discretionary RAUM · unset to 0.0
Aug 9, 2024 to Dec 20, 2024

Signals

1 dated events

V••••• W••••• S•••••••• filed its initial SEC registration (Form ADV)
Jul 25, 2024 · First SEC registration · fact

Across DFX

shared identifiers only, never a name match

No identifier-backed link to the venture, private equity, family office or sponsor graphs.

How to reach

public business contact points only, each with its source

Business email: jdesai@virtuswealthsolutions.comreportedpublished by the firm, firm site, Sep 17, 2026
Business email: pmcpherson@virtuswealthsolutions.comreportedpublished by the firm, firm site, Sep 17, 2026
Business phone: 908-967-6360reportedpublished by the firm, firm site, Sep 17, 2026
Website: virtuswealthsolutions.comreportedpublic record, Form ADV, Sep 21, 2026
Principal office phone: 908-967-6360reportedpublic record, Form ADV, Mar 13, 2026
Contact form: virtuswealthsolutions.com/contact-usreportedpublished by the firm, firm site, Sep 17, 2026
Team page: virtuswealthsolutions.com/teamreportedpublished by the firm, firm site, Sep 17, 2026

Provenance

Form ADV: SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
Advisors: IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
Class: Independent wealth managerderiveda rule over Items 5.D and 7.A
RAUM per advisor: $198Mderivedfirm RAUM over the IAPD count; not a book size
Loaded: Sep 14, 2026