Wealth manager, independent · EL Paso, TX
Virtus Family Office
Virtus Family Office, LLC · SEC-registered investment adviser · CRD 298272 · SEC 801-120155
At a glance
Virtus Family Office is an SEC-registered investment adviser based in EL Paso, Texas, with $727 million in regulatory assets under management as of its Form ADV filed August 20, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 144 individual clients. By Form ADV it is a wealth manager, ranked 2,079th of 8,915 wealth managers and 6,424th of 17,210 SEC-registered advisers by assets.
Main office 915-730-3885virtus-usa.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $727M
- Rank among wealth managers
- #2,079 of 8,915
- Rank among all SEC RIAs
- #6,424 of 17,210
- Rank in Texas
- #390 of 1,081
- Individual clients
- 144
- High-net-worth clients
- 74
- Accounts
- 211
- Discretionary
- 100% of AUM
- Employees
- 5
- Advisory staff
- 2
- Offices
- 1
Owners and executives on its Form ADV
- Norma A. Peralta MoralesChief Compliance Officer
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 74 | $575M | 79% |
| Pooled investment vehicles | 2 | $112M | 15% |
| Individuals | 70 | $24M | 3% |
| Corporations or other businesses | 9 | $16M | 2% |
Private funds
Virtus Family Office reports 2 private funds with $112M in gross assets: other private funds (Form ADV Item 7.B).
Disciplinary disclosures
Virtus Family Office reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Fixed fees
- Other
Form ADV and brochures on the SEC’s adviser search ↗virtus-usa.com ↗
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The full record on Virtus Family Office
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 4 years of filings
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- Growth over one, three and five years
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- Rank against 4,377 peers of its type and size
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- Owners and executives, with titles and stakes
- 1 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Virtus Family Office manage?
Virtus Family Office reports $727 million in regulatory assets under management across 211 accounts, 100% of it on a discretionary basis, on its Form ADV filed August 20, 2026.
What kind of firm is Virtus Family Office?
Virtus Family Office is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Virtus Family Office’s clients?
By assets, its largest client types are high-net-worth individuals ($575 million, 74 clients); pooled investment vehicles ($112 million, 2 clients); individuals ($24 million, 70 clients).
Does Virtus Family Office manage private funds?
Yes. It reports 2 private funds with $112 million in gross assets, including other private funds.
Does Virtus Family Office have any disciplinary history?
Virtus Family Office reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Virtus Family Office’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-08-20), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →