$726.9M Total AUM
$726.9M Disc. AUM
24.8% 3Y CAGR
5 Employees
157 ADV. Clients
7 yrs Firm Age
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- Custodian
- Interactive Brokers · JP Morgan · Northern Trust · UBS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-02-2018
- Office Locations
- 1
Office Locations
500 West Overland Suite 250-Q EL Paso TX
About Virtus Family Office
Virtus Family Office is an independent multi-family office and wealth advisor serving select successful families with highly personalized planning and investment management. The firm provides integrated financial planning, portfolio management, and guidance on family governance structures, with an emphasis on protecting and growing multigenerational wealth and legacy. Investment exposures include public funds/ETFs and select alternatives.
Team overview
-- AVG AGE
$363.5M AVG AUM / ADVISOR
$4.6M AVG AUM / CLIENT
3.4 yrs AVG TENURE
5 Employees
2 Advisory Reps
2 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Fund Managers
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
N
Norma Angelica Peralta Morales
Chief Compliance Officer
- CRD
- #7335148
- Ownership
- Less than 5%
Available
Available
Available
Showing 1 of 1 owners & executives
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J
Jesus Eduardo Duran
--
- CRD
- #8052723
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $726,943,327 | $3,445,229 |
| Non-Discretionary | $0 | -- |
| Total | $726,943,327 | $3,445,229 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Private Funds:
Available Cash:
Available Corporate - Investment Grade:
Available Other:
Available Sovereign Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Other | Available | Available |
| Sovereign Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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