Virtus Wealth Management Revenue
Financial Services • 
Southlake, Texas, United States • 1-10 Employees
Virtus Wealth Management revenue & valuation
| Annual revenue | $18,800,000 |
| Revenue per employee | $2,345,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $60,100,000 |
| Total funding | No funding |
Key Contacts at Virtus Wealth Management
Brian Tillotson
Owner | Wealth Advisor | Financial Planner | Tax Planner
Josh Hubman
Director Of Financial Modeling
Company overview
| Headquarters | 2535 E Southlake Blvd, Suite 100, Southlake, Texas 76092, US |
| Phone number | +18177173812 |
| Website | |
| NAICS | 52 |
| SIC | 874 |
| Keywords | Risk Management, Tax Planning, Business Succession Planning, Asset Protection, Wealth Management, Disability Insurance, Asset Management, Retirement Planning, Life Insurance, Financial Planning, Long Term Care Insurance, Estate Planning, Social Security Planning, Pension Advice, Medicare Planning, Capital Needs Analysis, Ira And 401(K) Rollover, Roth Conversion |
| Founded | 2001 |
| Employees | 1-10 |
| Socials |
Virtus Wealth Management Email Formats
Virtus Wealth Management uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@virtuswealth.com), used 62.5% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@virtuswealth.com | 62.5% |
{first name}{last name} | johndoe@virtuswealth.com | 37.5% |
About Virtus Wealth Management
As a client of Virtus Wealth Management, you join a community of individuals who are, or want to be, educated, empowered and involved in the planning of their financial futures. Our advisors establish valued partnerships with the individuals, professionals, multi-generational families, and business owners they work for. Through this partnership, we can provide you the means to actively participate in a holistic approach to your finances that seeks to maximize the efficiency of your wealth. With over 100 years of collective experience, we have learned that wealth management is much more than managing assets. That is why we provide a holistic approach, in order to bring simplicity and confidence to our clients’ lives. Our experienced and innovative team of advisors are specialized in tax planning, estate planning, retirement/cash flow planning, life and disability insurance, pensions, IRA/401(k) rollovers, roth conversions, as well as portfolio management. To learn more about our team and how we can help you, we offer complimentary consultations. If you are interested in a second opinion, we provide professional, written reviews for a nominal fee. To schedule, give us a call at (817) 717-3812 or visit our website at www.virtuswealth.com. Disclosures: Virtus Wealth Management is an independent wealth management firm with no proprietary products or investments, enabling us to offer tailored strategies well suited to the needs of our clients, not others. Securities offered through LPL Financial, Member SIPC. Investment advice offered through Level Four Advisory Services, a registered investment advisor. Level Four Advisory Services and Virtus Wealth Management are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which we are registered to do business, please visit www.virtuswealth.com
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Virtus Wealth Management has 5 employees across 4 departments.
Departments
Number of employees
Funding Data
Virtus Wealth Management has never raised funding before.
Virtus Wealth Management Tech Stack
Discover the technologies and tools that power Virtus Wealth Management's digital infrastructure, from frameworks to analytics platforms.
JavaScript libraries
Video players
Security
Mobile frameworks
Performance
JavaScript libraries
JavaScript libraries
Programming languages
Security
Blogs
Page builders
Analytics
New Zealand
Saudi Arabia
United Kingdom
Frequently asked questions
4.8
40,000 users
