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Virtuevian Ventures

Updated today

About

Virtuevian serves individual and high‑net‑worth clients as well as trusts, estates and certain business and corporate accounts, offering discretionary wealth management, financial planning and retirement guidance. The firm provides ongoing portfolio management and consulting that is intended to be tailored to each client’s objectives and risk tolerance.

The advisor’s approach is primarily long‑term but incorporates multiple research methods (fundamental, technical, cyclical and charting) and may include tactical reallocations. Portfolios are typically built with low‑cost mutual funds and ETFs but Virtuevian also employs individual stocks, bonds and options contracts — including the use of derivatives within separately managed accounts — a practice that is uncommon among peers.

Compared with larger firms, Virtuevian manages a small number of client relationships, enabling continuous personal contact and customized implementation of strategies. The firm also maintains institutional relationships with Interactive Brokers and TradeStation to access trading platforms and software support, and conducts trading on a directed‑brokerage basis consistent with client‑designated custodians.

Client services

Financial planning Portfolio management

Expertise

Active portfolio management Options & derivatives strategies

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Fee options

Percentage

1.50% to 3.00% annually (varies by client complexity and assets managed)

Other

Fee-only: 1.50% to 3.00% annually based on client circumstances and assets under management

Main office

Houston TX

Advisors at this office

2

Most active in

Texas

Also doing business as

Virtuevian Venture · Virtuevian Ventures · Virtuevian Ventures Corporation

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Justin G

Series 63, Series 65

Houston, TX

Virtuevian Ventures

Justin Gunn is a financial advisor at Virtuevian Ventures in Houston, TX, holding Series 63 and Series 65 licenses with three years of industry experience. Prior to joining Virtuevian, he worked in various roles including real estate and hospitality. Outside of advisory work, he is a licensed realtor with Better Homes and Gardens Gary Greene and also works as a freelance bartender and cook. Virtuevian Ventures serves individual and high-net-worth clients, trusts, estates, and business accounts by providing discretionary wealth management, financial planning, and retirement guidance. The firm’s investment approach combines long-term strategies with multiple research methods and may include tactical reallocations and the use of derivatives within separately managed accounts, supporting personalized portfolio management and client contact.

Active portfolio management Options & derivatives strategies
user avatar

Fred D

Series 66

Houston, TX

Virtuevian Ventures

Fred Dittman is a financial advisor at Virtuevian Ventures with 14 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Outside of advisory work, he is involved in ranch management and works as a hunting guide during the hunting season. Virtuevian Ventures serves individual and high-net-worth clients, as well as trusts, estates, and certain business and corporate accounts, providing discretionary wealth management, financial planning, and retirement guidance. The firm employs a primarily long-term investment approach supplemented by multiple research methods and tactical reallocations, utilizing a range of investment vehicles including derivatives within separately managed accounts.

Active portfolio management Options & derivatives strategies
View complete list of advisors at this firm
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