AUMdb

Virtuevian Ventures Corporation

State-registered Wealth Manager · Boutique (under $100M) CRD 291986 · · www.virtuevian.com
☆ Save with Pro ADV data as of Feb 06, 2026
Regulatory AUM
$1.0M
Discretionary
$1.0M
Clients
15
Avg AUM / client
$66.7K
Accounts
20
Employees
2

Who they serve

Client typeClientsAUM% of AUM
Individuals (non-high net worth) 15 $700K 70.0%
High net worth individuals Fewer than 5 clients $290K 29.0%
Corporations and other businesses Fewer than 5 clients $10.0K 1.0%

People (2)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Fred Carl Dittman Registered representative Aug 2018 (8y)
Justin Gunn Registered representative Aug 2023 (3y)

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 02/06/2026 1.02 MB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Percentage of assets under management

Services

  • Financial planning services
  • Portfolio management for individuals/small businesses

Custody

Reported custodians

Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).

Firm reports it does not have custody of client funds or securities (Item 9.A).

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 06, 2026.

View current Form ADV (SEC/IAPD) ↗