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Norma Angelica Peralta Morales

VIRTUS FAMILY OFFICE, LLC·EL PASO, Texas
Series 65Clean record5 years registeredVIRTUS FAMILY OFFICE, LLC
500 WEST OVERLAND, EL PASO, TX 79901CRD# 7335148Firm CRD# 298272

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Norma Angelica Peralta Morales · EL PASO, TX
Registration
CRD #7335148 · VIRTUS FAMILY OFFICE, LLC · 5 years registered
Brand Profile
Not yet started
01

Career History

VIRTUS FAMILY OFFICE
Feb 2021 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · February 4, 2021
Years registered · 5
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
VIRTUS FAMILY OFFICE, LLC
CRD 298272 · SEC 801-120155
AUM
$462M
Regulatory assets under management
Employees
4
188 client accounts
Services offered by VIRTUS FAMILY OFFICE, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at VIRTUS FAMILY OFFICE, LLC →
Introduction

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05

Frequently Asked Questions

What services does Norma Angelica Peralta Morales offer?
Norma Angelica Peralta Morales specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in EL PASO, Texas for a consultation.
What are Norma Angelica Peralta Morales's credentials?
Norma Angelica Peralta Morales is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Norma Angelica Peralta Morales located?
Norma Angelica Peralta Morales is based in EL PASO, Texas, working with VIRTUS FAMILY OFFICE, LLC. Their office serves clients in the EL PASO metropolitan area and surrounding communities.
How does Norma Angelica Peralta Morales charge for services?
Norma Angelica Peralta Morales's firm is compensated through percentage of aum, subscription fees, other: % net worth; % business planning project. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VIRTUS FAMILY OFFICE, LLC?
VIRTUS FAMILY OFFICE, LLC has approximately 4 employees and manages $462M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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