RIA Intelligence

VIRTUS WEALTH SOLUTIONS

CRD #332536 SEC #801-130985 CRANFORD, NJ 908-967-6360
SEC Registered
Total AUM
$501.4M
Discretionary
$501.4M
Employees
6
Clients
251
Accounts
1,021

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Nov 5, 2025
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
PATEL, DEVANG, M.IMEMBER, CHIEF COMPLIANCE OFFICERNA Control
PATEL, DEVANG, M.IMEMBER, CHIEF COMPLIANCE OFFICERNA Control
PATEL, DEVANG, M.IMEMBER, CHIEF COMPLIANCE OFFICERNA Control
PATEL, DEVANG, M.IMEMBER, CHIEF COMPLIANCE OFFICERNA Control
PATEL, DEVANG, M.IMEMBER, CHIEF COMPLIANCE OFFICERNA Control
PATEL, DEVANG, M.IMEMBER, CHIEF COMPLIANCE OFFICERNA Control
INNOVATIVE FINANCIAL SOLUTIONS NJ, LLCDEMEMBERE Control
INNOVATIVE FINANCIAL SOLUTIONS NJ, LLCDEMEMBERE Control
INNOVATIVE FINANCIAL SOLUTIONS NJ, LLCDEMEMBERE Control
INNOVATIVE FINANCIAL SOLUTIONS NJ, LLCDEMEMBERE Control
INNOVATIVE FINANCIAL SOLUTIONS NJ, LLCDEMEMBERE Control
INNOVATIVE FINANCIAL SOLUTIONS NJ, LLCDEMEMBERE Control
INNOVATIVE FINANCIAL SOLUTIONS NJ, LLCDEMEMBERE Control
PATEL, DEVANG, M.IMEMBER, CHIEF COMPLIANCE OFFICERE Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
PATEL, DEVANG, M.IINNOVATIVE FINANCIAL SOLUTIONS NJ, LLCE Control
PATEL, DEVANG, M.IINNOVATIVE FINANCIAL SOLUTIONS NJ, LLCE Control
PATEL, DEVANG, M.IINNOVATIVE FINANCIAL SOLUTIONS NJ, LLCE Control

Registrations

Federal

IA
Nov 5, 2025 REGISTERED

Notice Filings (12)

AZ CA DE FL MD NC NJ NY PA SC TX VA

Address

517 CENTENNIAL AVENUE
SUITE 200
CRANFORD, NJ 07016
United States
Phone: 908-967-6360