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VIRTUS WEALTH SOLUTIONS
INNOVATIVE FINANCIAL SOLUTIONS NJ, LLC
CRD 332536 · SEC 801-130985
517 CENTENNIAL AVENUE, SUITE 200, CRANFORD, NJ, 07016, United States
Phone
908-967-6360
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$594.9M
Discretionary AUM
$594.9M
Team
6 total employees; 4 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 198 | $78.4M |
| High net worth individuals | 109 | $472.3M |
| Pension/profit sharing plans | 3 | $5.4M |
| Charitable organizations | 2 | $4.4M |
| Corporations/business entities | 13 | $34.4M |
States served
AZ, CA, DE, MD, NJ, NY, NC, PA, SC, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD