Virtue Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Virtue Wealth Management provides ongoing portfolio management, financial planning, and pension consulting to individuals, high‑net‑worth clients, pension and profit‑sharing plans, charitable organizations, and business entities. Services include individualized investment policy statements, written financial plans, and consulting work for retirement plans such as 401(k) programs.
The firm’s investment process draws on fundamental and quantitative analysis, modern portfolio theory, technical analysis, and fund/ETF due diligence, and may employ model portfolios as well as long‑ and short‑term trading depending on client objectives. It typically seeks discretionary authority to manage accounts, tailors allocations to client goals and risk tolerance, and requires clients to use Interactive Brokers LLC for custody and reporting.
Noteworthy for an independent adviser, Virtue Wealth Management explicitly offers pension consulting services for employee benefit plans — a service relatively uncommon among peers — and recently added the use of model portfolios as a material change. The firm’s most recent disclosure shows it was newly formed and reported no assets or client accounts at the time of filing, and it also discloses that it does not aggregate trades across multiple client accounts, a practice that can affect execution.
Client services
Expertise
Fee options
$3,000 to $5,000 fixed fee for financial planning services
$0 - $1,000,000: 1.10% $1,000,001 - $2,000,000: 1.00% $2,000,001+: 0.85%
$150 to $300 per hour for financial planning services
Main office
Pflugerville TX
Advisors at this office
1
Most active in
Arizona · Texas
Also doing business as
Laxmi Raj Private Wealth LLC · Virtue Wealth Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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