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VIRGIL WEALTH ADVISORY
VIRGIL WEALTH ADVISORY, LLC
CRD 304882
3542 EDWARDS RD, #1, CINCINNATI, OH, 45208, United States
Phone
513-334-7054
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$1.2M
Discretionary AUM
$1.2M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 11 | $1.2M |
All web addresses on file
Official SEC filing: View on IAPD