# Lorie Shah

> Lorie Shah 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.

Page: https://find.wellspent.co/advisors/lorie-shah/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Virtue Asset Management
- **Based in:** Barrington, Illinois
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $211.4M across 261 accounts
- **Credentials:** CFP
- **CRD:** 5813582 (https://adviserinfo.sec.gov/individual/summary/5813582)
- **SEC registration:** Investment adviser representative in IL
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://www.virtueam.com

## Frequently asked questions

### Is Lorie Shah a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Lorie 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 Lorie charge for financial advice?

Lorie's firm, Virtue Asset Management, reports charging a percentage of assets on its SEC Form ADV.

### Where is Lorie Shah based?

Lorie Shah is based in Barrington, Illinois.

### What credentials does Lorie Shah hold?

Lorie Shah holds the CFP credential.

### Is Lorie Shah registered with the SEC?

Yes. Lorie Shah is registered as an investment adviser representative in IL (CRD 5813582), 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 Lorie Shah?

Through Lorie's website, www.virtueam.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5813582): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.