VIRTUS WEALTH MANAGEMENT LLC
Doing business as VIRTUS FINANCIAL GROUP. SEC Form ADV profile.
Total regulatory AUM
$119,364,407
Discretionary
$44,405,017
Non-discretionary
$74,959,390
Firm details
- CRD number
- 317832
- SEC file number
- 801-135870
- Main office
- OLIVETTE, MO, United States
- Employees
- 14
- SEC status
- Approved
- Website
- https://thevirtusfg.com/
- Fee structure
-
Percentage of AUM
As of October 2026.