Nancy Lee Bartolameolli

Employer firm

Virtue Capital Management, LLC CRD 167816

$1.31B regulatory AUM 5 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2012 → Present
  Woodcrest Financial Group
  Troy, MI
• 03/2017 → 12/2017
  Motiv8 Investments Llc
  Troy, MI
• 12/2017 → 06/2025
  Retirement Wealth Advisors
  Chesterfield, MI
• 06/2025 → Present
  Virtue Capital Management Llc
  Brentwood, TN

Previous Registrations

• 2017-12-21 → 2025-06-26
  Brookstone Wealth Advisors, Llc
  Troy, MI
  Chesterfield, MI
  Wheaton, IL
  Mt. Clemens, MI
  Sterling Heights, MI
  Clinton Township, MI
• 2010-10-08 → 2017-12-31
  Woodcrest Investments, Llc
  Troy, MI
• 2017-03-30 → 2017-12-13
  Motiv8 Investments Llc
  Troy, MI

Other Businesses

WOODCREST Financial Group; INVESTMENT RELATED; same address as listed on U4; INSURANCE SALES DBA for Investment Advisory; OWNER; STARTED 07/2007; 100 HOURS/MONTH DEVOTED; 100 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; INSURANCE SALES AND INVESTMENT ADVISORY.

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-09-29

Other Names

• Nancy Ball
• Nancy Adkins
• Nancy Bartolameolli