Investment adviser · CRD 317832
VIRTUS FINANCIAL GROUP
Investment adviser filing (IA)
VIRTUS WEALTH MANAGEMENT LLC
OLIVETTE, MO, United States · Form ADV filed Apr 10, 2026
- Regulatory AUM
- $119M Form ADV · Item 5.F
- Client accounts
- 644 Accounts, not individual clients
- Employees
- 14 Reported in this filing
- Advisory professionals
- 5 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 46 | $61,013,578 | 51.1% |
| Individuals | 184 | $58,350,829 | 48.9% |
Filing source
Form ADV 2084386 · Apr 10, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 10, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets
Principal office
9378 OLIVE BLVD, SUITE 102OLIVETTE, MO, 63132, United States
CRD 317832
Filing source
Form ADV 2084386 · Apr 10, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.