Virtus Financial Group
Virtus Financial Group is an SEC-registered mass-market adviser with $119.4M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Virtus Financial Group: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 317832, data through 2026-04-10.
- AUM (assets under management / regulatory AUM)
- $119.4M (2026-04-10)
- Firm type
- Mass-Market Adviser
- Employees
- 14
- Clients
- 230
- CRD
- 317832
- Ownership
- Hall, Andrew, Mitchell; WREZINSKI, TYLER, JAMES PAUL
How much AUM does Virtus Financial Group have?
Virtus Financial Group reported $119.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-10).
Who owns Virtus Financial Group?
Disclosed owners and executives of Virtus Financial Group include Hall, Andrew, Mitchell, WREZINSKI, TYLER, JAMES PAUL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.