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VIRTUS FINANCIAL GROUP

VIRTUS WEALTH MANAGEMENT LLC

CRD 317832 · SEC 801-135870

Visit website

9378 OLIVE BLVD, SUITE 102, OLIVETTE, MO, 63132, United States

Phone

(314) 395-6133

Fax

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

TypeClientsAUM
Individuals184$58.4M
High net worth individuals46$61.0M

States served

IL, LA, MO, TX

All web addresses on file

Official SEC filing: View on IAPD