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VIRTUS FAMILY OFFICE

EL PASO, TX · CRD 298272 · IAPD ↗ · 915-730-3885

$726.9MRegulatory AUM
2Advisory reps
5Employees
2Clients
1-10Planning clients
2Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2026 — VIRTUS FAMILY OFFICE reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
64
April 2026 — VIRTUS FAMILY OFFICE reported RAUM up 34% ($544.1M -> $726.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2025 — VIRTUS FAMILY OFFICE crossed $500M in regulatory AUM ($462.0M -> $543.1M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
64
April 2024 — VIRTUS FAMILY OFFICE reported RAUM up 34% ($344.7M -> $460.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.