RIA Intel›Advisers›Nebraska›VIRTUE WEALTH COUNSEL, LLC

VIRTUE WEALTH COUNSEL, LLC

Advisory

OMAHA, NE

Data as of Mar 31, 2026 · Source: SEC Form ADV

Rank in NE

#134

of 134 advisers by AUM

Average account

$213K

across 145 accounts

AUM per adviser

$10M

3 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$31M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$31M

Discretionary AUM$31M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients145

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAZ, IA, NE, TX

Succession Risk

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

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Peer Benchmarking

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

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Owners & Officers

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

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Client Demographics

145 clients

6 high-net-worth

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

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Advisers of similar size in NE

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

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SPIEHS WEALTH MANAGEMENT, INC.

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$32M

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

$32M

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