VIRTUS FAMILY OFFICE

VIRTUS FAMILY OFFICE, LLC

CRD 298272 · SEC 801-120155

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500 WEST OVERLAND, SUITE 250-Q, EL PASO, TX, 79901, United States

Phone

915-730-3885

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$726.9M

Discretionary AUM

$726.9M

Team

5 total employees; 2 advisory reps; 2 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Fixed fees; % NET WORTH; % BUSINESS PLANNING PROJECT

Org form

Limited Liability Company

Filing date

2026-03-25

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisers

Client types

Type	Clients	AUM
Individuals	70	$24.4M
High net worth individuals	74	$574.7M
Pooled investment vehicles	2	$111.9M
Corporations/business entities	9	$15.9M

States served

All web addresses on file

https://www.linkedin.com/company/vfo-usa
http://www.virtus-usa.com

Official SEC filing: View on IAPD