RIA Intel›Advisers›Arizona›VIRTUA CAPITAL MANAGEMENT, LLC

VIRTUA CAPITAL MANAGEMENT, LLC

Advisory

SCOTTSDALE, AZ

Data as of Mar 18, 2026 · Source: SEC Form ADV

Rank in AZ

#374

of 387 advisers by AUM

Average account

$4M

across 12 accounts

AUM per adviser

$26M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 18, 2026.

Total AUM

$53M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$53M

Discretionary AUM$53M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients12

Team

Total Employees3

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAZ

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

12 clients

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in AZ

Closest by assets under management. All figures from Form ADV.

THE YOUNG GROUP, INC.

$52M

FSG FINANCIAL SERVICES, INC.

$52M

DISCIPLINED MONEY, LLC

$53M

ESSENTIAL WEALTH MANAGEMENT, LLC

$54M

DWYER FINANCIAL, LLC

$54M

HARMONEY WEALTH, PLLC

$52M

Get the full picture on VIRTUA CAPITAL MANAGEMENT, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track VIRTUA CAPITAL MANAGEMENT, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans