Devang Patel
Virtus Wealth Solutions · Cranford, New Jersey
Devang Patel is a fee-only financial advisor at Virtus Wealth Solutions in Cranford, New Jersey, who holds the CFP credential. Virtus Wealth Solutions reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Virtus Wealth Solutions |
|---|---|
| Based in | Cranford, New Jersey |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $594.9M across 1,050 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MD, NJ, TX · CRD 4583282 |
| Exams passed | Series 63 (2002) · Series 65 (2003) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.virtuswealthsolutions.com |
How Devang's firm compares
- Virtus Wealth Solutions's average account is about $567,000, from its Form ADV (assets managed divided by 1,050 accounts).
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Questions about Devang
Is Devang Patel a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Devang holds no broker registration, and Virtus Wealth Solutions reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Devang charge for financial advice?
Devang's firm, Virtus Wealth Solutions, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Devang Patel based?
Devang Patel is based in Cranford, New Jersey.
What credentials does Devang Patel hold?
Devang Patel holds the CFP credential.
Is Devang Patel registered with the SEC?
Yes. Devang Patel is registered as an investment adviser representative in MD, NJ and TX (CRD 4583282), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Virtus Wealth Solutions manage?
Virtus Wealth Solutions reports $594.9M across 1,050 accounts in assets under management.
How do I contact Devang Patel?
Through Devang's website, www.virtuswealthsolutions.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Cranford
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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