# Virtuoso Wealth Management

Virtuoso Wealth Management is a Bank / Wealth / Trust based in Vapi, India.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Vapi, India
- **Region:** Asia
- **Address:** Vapi, Gujarat, India
- **Assets under management:** Undisclosed
- **Website:** http://virtuosocm.com/
- **LinkedIn:** https://www.linkedin.com/company/ray-russo-671818219

## Regulatory record

- **CRD number:** 169518
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-01-30T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/169518

## About

Virtuoso Wealth Management is a state-registered investment adviser with $222,879 in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single investment adviser.

## Questions

### What investment approach does Virtuoso Wealth Management take?

The firm employs a goal-based advisory model, constructing client portfolios primarily from domestic Indian equities, fixed income, and mutual fund products. It does not appear to operate proprietary investment funds, instead acting as a distributor and advisor for third-party asset management products. The approach is centered on rupee-denominated assets given the domestic focus of its client base.

### Who are Virtuoso Wealth Management's typical clients?

The firm serves business owners, entrepreneurs, and high-net-worth families concentrated in Vapi and the southern Gujarat industrial corridor. The region hosts significant manufacturing, chemicals, and textiles operations, generating a steady pool of wealth-creation and succession-planning mandates. Client acquisition is referral-driven within these business communities.

### How is Virtuoso Wealth Management regulated in India?

As a wealth management firm operating in India, it is subject to the regulatory framework of the Securities and Exchange Board of India (SEBI) for its advisory and distribution activities. Specific registration details — such as whether it holds a Registered Investment Adviser (RIA) license or operates under a corporate agent arrangement — are not publicly confirmed.

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- [Virtue Capital Management (VCM)](https://altss.com/profile/virtue-capital-management-vcm)
- [Virtus Wealth Management](https://altss.com/profile/virtus-wealth-management)

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Last updated: 2026-06-03T20:00:00.000Z

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