VIRTUS FAMILY OFFICE, LLC

VIRTUS FAMILY OFFICE
EL PASO, Texas·3 registered advisors·CRD# 298272
SEC# 801-1201550915-730-3885
01

Firm Overview

AUM
$462M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
Other: % NET WORTH; % BUSINESS PLANNING PROJECT
03

Specialties

Financial PlanningInvestment ManagementRetirement PlanningWealth Management
04

Advisors at VIRTUS FAMILY OFFICE, LLC

3 registered advisors
David Weingarten
EL PASO, Texas
Liam Sebastian Kaech
EL PASO, Texas
Norma Angelica Peralta Morales
EL PASO, Texas
05

Office Locations

EL PASO, Texas
3 advisors

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Data sourced from SEC Form ADV filings. VIRTUS FAMILY OFFICE, LLC (CRD# 298272) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.