RIA Intel›Advisers›VIRTUS FINANCIAL PARTNERS, LLC

VIRTUS FINANCIAL PARTNERS, LLC

Advisory

N·

Data as of Jul 22, 2026 · Source: SEC Form ADV

Total AUM
$153M
1-Year AUM Growth
+36.9%
3-Year CAGR
+11.5%
Employees
3
Assets Under Management
Total AUM$153M
Discretionary AUM$112M
Non-Discretionary AUM$41M
Discretionary %73.1%
Total Clients671
Team
Total Employees3
Investment Advisers6
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record24
First FilingOct 31, 2022
Latest FilingJul 22, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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