David Valenti
Virtue Asset Management · Barrington, Illinois
David Valenti is a fee-only financial advisor at Virtue Asset Management in Barrington, Illinois, who holds the CFP credential. Virtue Asset Management reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Virtue Asset Management |
|---|---|
| Based in | Barrington, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $211.4M across 261 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IL · CRD 7252347 |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.virtueam.com |
How David's firm compares
- Virtue Asset Management's average account is about $810,000, from its Form ADV (assets managed divided by 261 accounts).
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Questions about David
Is David Valenti a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Virtue Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, Virtue Asset Management, reports charging a percentage of assets on its SEC Form ADV.
Where is David Valenti based?
David Valenti is based in Barrington, Illinois.
What credentials does David Valenti hold?
David Valenti holds the CFP credential.
Is David Valenti registered with the SEC?
Yes. David Valenti is registered as an investment adviser representative in IL (CRD 7252347), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Virtue Asset Management manage?
Virtue Asset Management reports $211.4M across 261 accounts in assets under management.
How do I contact David Valenti?
Through David's website, www.virtueam.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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