# Virtuoso Wealth Management

> Virtuoso Wealth Management is a state-registered investment advisory firm, registered since 2014, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 30, 2026.

- CRD: 169518
- Filed as: VIRTUOSO WEALTH MANAGEMENT
- Legal name: Raymond R. Russo
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: January 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/169518
- AdvisorCensus page: https://advisorcensus.com/firm/virtuoso-wealth-management-169518

## Quick answers

**How is Virtuoso Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Virtuoso Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Virtuoso Wealth Management registered with the SEC or a state?**
Virtuoso Wealth Management is a state-registered investment advisory firm, registered since 2014. Status as filed: APPROVED. CRD 169518.

**How much does Virtuoso Wealth Management manage?**
Virtuoso Wealth Management reports $222,879 in regulatory assets under management in its Form ADV filing dated January 30, 2026 (0% discretionary).

**Does Virtuoso Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/169518

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $222,879
- Discretionary: $0
- Non-discretionary: $222,879

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $45,995 |
| High net worth individuals | Fewer than 5 | $176,884 |
| Banking or thrift institutions | Not reported | $0 |
| Investment companies | Not reported | $0 |
| Business development companies | Not reported | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | Not reported | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Not reported | $0 |
| Charitable organizations | Not reported | $0 |
| State or municipal government entities (including government pension plans) | Not reported | $0 |
| Other investment advisers | Not reported | $0 |
| Insurance companies | Not reported | $0 |
| Sovereign wealth funds and foreign official institutions | Not reported | $0 |
| Corporations or other businesses not listed above | Not reported | $0 |
| Other | Not reported | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2014 (12 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, NV
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- virtuosocm.com
- Facebook @TheMaestroOfMoney
- LinkedIn @ray-russo-671818219
- LinkedIn @virtuosocapitalmanagement
- X @baldambition56

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Virtuoso Wealth Management (CRD 169518): Form ADV filing data as of October 2026.