Virtus Family Office

Virtus Family Office (CRD# 298272) is a financial advisory firm headquartered in El Paso, TX. They manage $154,806,947 in 67 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    155
    MILLION
  • Total Number of Accounts
    67
    ACCOUNTS
  • Average Account Value
    $2,310,551
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Virtus Family Office
Showing 1 - 2 of 2 top financial advisors.
1
David Weingarten
CRD#: 7001669
221 N Kansas Street, Suite 700, El Paso, TX 79901

David Weingarten (CRD# 7001669) is an Investment Advisor Representative working at Virtus Family Office in El Paso, TX and has over 2 years of experience in the finance industry.

2
Norma A. Peralta Morales
CRD#: 7335148
Mexico City,

Norma Peralta Morales (CRD# 7335148) is an Investment Advisor Representative working at Virtus Family Office in Mexico City, and has 1 year of experience in the finance industry.

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