Lorie Shah
Virtue Asset Management · Barrington, Illinois
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.
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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 5813582 |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.virtueam.com |
How Lorie'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 Lorie
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.
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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