Virtus Financial Partners
Virtus Financial Partners is an SEC-registered mass-market adviser with $152.5M assets under management (AUM, regulatory AUM), +35% over one year. See who owns Virtus Financial Partners: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 323365, SEC 801-126973, data through 2026-03-25.
- AUM (assets under management / regulatory AUM)
- $152.5M (2026-03-25)
- Firm type
- Mass-Market Adviser
- Employees
- 6
- Clients
- 675
- CRD
- 323365
- Ownership
- STEWART, STANLEY, P
How much AUM does Virtus Financial Partners have?
Virtus Financial Partners reported $152.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-25).
Who owns Virtus Financial Partners?
Disclosed owners and executives of Virtus Financial Partners include STEWART, STANLEY, P. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.