Virtus Wealth Management

Finance · Texas, United States · 11-50 Employees

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Overview

Headquarters

2535 E Southlake Blvd Ste 100, Southlake...

Phone Number

(817) 717-3812

Revenue

$17.3 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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About Virtus Wealth Management

Virtus Wealth Management is a financial planning firm located in Southlake, Texas, offering comprehensive services including estate planning, tax planning, investment management, and retirement planning. The company aims to provide innovative and tailored wealth management solutions to individuals at all life stages, including retirees, young adults, business owners, and those experiencing sudden wealth. Their approach focuses on creating long-term strategies that prioritize client goals while managing risk effectively. With a commitment to financial education and empowerment, Virtus Wealth Management seeks to involve clients in the planning of their financial futures.Explore more
Virtus Wealth Management's Social MediaPopular SearchesVirtus Wealth Management LLCVirtus Wealth ManagementVirtus Wealth Management - LLCVirtus Investments IncVitus Wealth Management LLCSIC Code 62,628NAICS Code 52,523Show more

Virtus Wealth Management Org Chart

PhoneEmail
JH
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Director, Financial Modeling

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PT
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Tax Consultant

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Virtus Wealth Management

$17.3M
11-50
Private
-
2001
JH
Joshua HubmanDirector, Financial Modeling
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
2010
TH
Triston Hasty-GrantWealth Advisor & Director, Business Development
<$5M
1-10
Private
-
2005
BA
Blair ApplegateFiduciary Investment Advisor
<$5M
1-10
Private
-
2008
LF
Loui FishManager, Marketing
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
1983
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Virtus Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Virtus Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Virtus Wealth Management.

Virtus Wealth Management Tech Stack

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Frequently Asked Questions Regarding Virtus Wealth Management

What is Virtus Wealth Management's official website?
Virtus Wealth Management's official website is www.virtuswealth.com
What is Virtus Wealth Management's Revenue?
Virtus Wealth Management's revenue is $17.3 Million
What is Virtus Wealth Management's SIC code?
Virtus Wealth Management's SIC: 62,628
What is Virtus Wealth Management's NAICS code?
Virtus Wealth Management's NAICS: 52,523
How many employees does Virtus Wealth Management have?
Virtus Wealth Management has 11-50 employees
What industry does Virtus Wealth Management belong to?
Virtus Wealth Management is in the industry of: Finance, Securities Trading
What is Virtus Wealth Management competition?
Virtus Wealth Management top competitors include: Goodrich and Associates, Stockade Wealth Management, Pillar Wealth Management, Pacific Coast Wealth Management
What technology does Virtus Wealth Management use?
Some of the popular technologies that Virtus Wealth Management uses are: WooCommerce, WordPress.org, reCAPTCHA, PHP
How do I contact Virtus Wealth Management?
Virtus Wealth Management contact info: Phone number: (817) 717-3812 Website: www.virtuswealth.com
What does Virtus Wealth Management do?

Virtus Wealth Management is a financial planning firm located in Southlake, Texas, offering comprehensive services including estate planning, tax planning, investment management, and retirement planning. The company aims to provide innovative and tailored wealth management solutions to individuals at all life stages, including retirees, young adult... s, business owners, and those experiencing sudden wealth. Their approach focuses on creating long-term strategies that prioritize client goals while managing risk effectively. With a commitment to financial education and empowerment, Virtus Wealth Management seeks to involve clients in the planning of their financial futures.Read More

What are Virtus Wealth Management social media links?
Virtus Wealth Management Linkedin page Virtus Wealth Management Facebook page
Is Virtus Wealth Management a public company?
Virtus Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Virtus Wealth Management

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