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VIRTUS FINANCIAL PARTNERS

· CRD 323365 · IAPD ↗ · 407-267-8445

$152.5MRegulatory AUM
3Advisory reps
6Employees
0Clients
11-25Planning clients
0Private funds
25States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
September 2026 — VIRTUS FINANCIAL PARTNERS now reports custody of client assets ($35.2M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
42
August 2026 — VIRTUS FINANCIAL PARTNERS notice-filed in MI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
58
March 2026 — VIRTUS FINANCIAL PARTNERS reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
62
March 2026 — VIRTUS FINANCIAL PARTNERS reported RAUM up 35% ($112.9M -> $152.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
December 2025 — VIRTUS FINANCIAL PARTNERS notice-filed in ME.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
64
March 2025 — VIRTUS FINANCIAL PARTNERS reported RAUM up 45% ($77.6M -> $112.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
February 2025 — VIRTUS FINANCIAL PARTNERS notice-filed in IL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
October 2024 — VIRTUS FINANCIAL PARTNERS notice-filed in AR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
August 2024 — VIRTUS FINANCIAL PARTNERS notice-filed in MN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
62
March 2024 — VIRTUS FINANCIAL PARTNERS reported RAUM up 37% ($56.7M -> $77.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
February 2024 — VIRTUS FINANCIAL PARTNERS notice-filed in WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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