Virtue Wealth Counsel, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$30,821,589
Total clients
141
4% high-net worth
Total advisors
3
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
47
Average account size
$218,593
About
Virtue Wealth Counsel serves individual clients, including high-net-worth households, offering portfolio management and broader financial planning services. Like most firms in its category, it generally delivers advisory services on a percentage-of-assets-under-management basis.
The firm combines investment management with estate and charitable-planning work, and one of its advisers is a licensed attorney who provides stewardship-based planned giving and nonprofit consulting. Those legal and philanthropic services are offered separately from investment advice and the brochure discloses that the adviser may receive additional compensation for them.
An affiliation with legal and charitable-planning activities distinguishes the firm from many peers of similar size, as most supported firms do not include active attorney-affiliated services. The firm’s disclosure materials also describe supervision and conflict-of-interest disclosures related to advisers’ outside business activities to help clients assess those relationships.
Client services
Expertise
Demographic focus
Main office location
Virtue Wealth Counsel, LLC
16924 Frances Street, Suite 206
Omaha NE 68130, United States
Number of offices
3
Most active in
Arizona · Iowa · Nebraska · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
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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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
Quick links
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