A complete list of active advisors currently associated with Virtue Wealth Management

Warmer can help you find a great advisor at Virtue Wealth Management or one who fits your needs even better.

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.

To learn more about the advisors currently working at Virtue Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Juhee Patel	Pflugerville, TX	3

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