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VIRTUS FINANCIAL GROUP
VIRTUS WEALTH MANAGEMENT LLC
CRD 317832 · SEC 801-135870
9378 OLIVE BLVD, SUITE 102, OLIVETTE, MO, 63132, United States
Phone
(314) 395-6133
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$119.4M
Discretionary AUM
$44.4M
Team
14 total employees; 5 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-04-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 184 | $58.4M |
| High net worth individuals | 46 | $61.0M |
States served
IL, LA, MO, TX
All web addresses on file
Official SEC filing: View on IAPD