VIRTUOSO WEALTH MANAGEMENT

VIRTUOSO WEALTH MANAGEMENT is an SEC-registered investment adviser (CRD 169518). Regulatory assets under management: $223K.

Registration

• CRD: 169518
• Type: Registered investment adviser
• Phone: 725-300-0610
• Latest filing: 2026-01-30
• Regulatory AUM: $223K
• Non-discretionary AUM: $223K
• Clients: 1
• Accounts: 4

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 169518 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search