Virtus Family Office
Firm details
- Headquarters
- El Paso, Texas
- CRD number
- 298272
- Registered since
- January 14, 2021
- Website
- www.virtus-usa.com
- Custodians
- UBS FINANCIAL SERVICES INC., INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Fixed Fees, Other
- Client types
- HNWI79.06%
- Pooled Investment Vehicles15.4%
- Individuals3.35%
- Corporations / Businesses2.19%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Virtus Family Office LLC is an independent registered investment adviser formed as an LLC and registered with the SEC in 2021. The firm positions itself as a capital allocator serving both individual and family clients as well as institutional accounts. Its fee arrangements include percentage-of-AUM, fixed fees and other fee structures. Advisory capabilities listed include financial planning, discretionary portfolio management for individuals, small businesses, pooled investment vehicles and institutions, and selection of third‑party advisers. The firm is not identified as an active ESG investor and is not flagged as a multi‑state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds61%
- Exchange Traded Equities20%
- Private Funds15%
- Sovereign Bonds1%
- Investment Grade Corp Bonds1%
Owners & executives
1 of 1
Norma Peralta Morales
Chief Investment Officer and Chief Compliance OfficerCRD 7335148
Contacts
1 of 1Jesus Duran
Operations AssociateCRD 8052723
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 57Active vs passive
$113M in ETFs
97%
$110M
1%
$3.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO RAFI EMERGING MARKETS ETF (PXH) | Invesco | Passive | Diversified Emerging Mkts | $7.8M | 279,203 | 6.87% |
Location
El Paso, TX
El Paso
Location
El Paso, TX
Headquartered in El Paso, TX, anchoring the El Paso-Las Cruces, TX-NM metro in the South.
- Metro area
- El Paso-Las Cruces, TX-NM
- Region
- South
- County
- El Paso
- Address
- 500 W Overland Ave
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Lauterbach Financial Advisors, LLC
RIAEl Paso, TX
Joseph Advisory
RIAEl Paso, TX
J Beaver Investment Advisors Inc
RIAEl Paso, TX
Retirement Resources Wealth Management, LP
RIAEl Paso, TX
Cortez Wealth Management
RIAEl Paso, TX
Truvize Financial Planning
RIAEl Paso, TX