Data / Investment advisers / New Jersey / Virtus Wealth Solutions
Virtus Wealth Solutions, Cranford, NJ: $595 million AUM, SEC registered investment adviser
Virtus Wealth Solutions is an SEC registered investment adviser with its main office in Cranford, New Jersey and reports $595 million in regulatory assets under management in its Form ADV filed October 29, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 332536
- SEC file number
- 801-130985
- SEC status
- Approved, effective August 26, 2024
- Legal name
- Innovative Financial Solutions NJ, LLC
- Main office
- 517 Centennial Avenue Suite 200, Cranford, NJ 07016
- Phone
- (908) 967-6360
- Regulatory AUM
- $594,905,446 in the Form ADV filed October 29, 2026
- Discretionary AUM
- $594,905,446
- Accounts
- 1,050
- Employees
- 6, of which 4 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 29, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 109 | $472.3 million |
| Individuals (other than high net worth individuals) | 198 | $78.4 million |
| Corporations or other businesses | 13 | $34.4 million |
| Pension and profit sharing plans | 3 | $5.4 million |
| Charitable organizations | 2 | $4.4 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $594.9 million | March 13, 2026 |
| December 1, 2025 | $501.4 million | November 18, 2025 |
Other advisers in New Jersey
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Kennedy Investment Group | West Deptford | $633.2 million | Not listed | adviserinfo.sec.gov |
| Clear Wave Wealth Management, LLC | Red Bank | $617 million | Not listed | adviserinfo.sec.gov |
| Novi Wealth Partners | Princeton | $612.8 million | Not listed | adviserinfo.sec.gov |
| Amerra Capital Management, LLC | Englewood | $610.4 million | 20 | adviserinfo.sec.gov |
| Jaffa Capital Management LLC | Clifton | $597.2 million | 1 | adviserinfo.sec.gov |
| Manteio Scalable Technologies LLC | Jersey City | $582.5 million | Not listed | adviserinfo.sec.gov |
| Able Wealth Management LLC | Toms River | $579.5 million | 1 | adviserinfo.sec.gov |
| Reedmark Advisors, LLC | Somerville | $564.6 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in New Jersey
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Virtus Wealth Solutions on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.