VIRTUS FINANCIAL GROUP

Legal name: VIRTUS WEALTH MANAGEMENT LLC

CRD 317832File 801-135870

APPROVED

Retail clients

Filing as of Apr 10, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$119.4M

Bottom 25% of cohort (national)

Discretionary AUM

$44.4M

Non-discretionary $75.0M

Clients

230

644 accounts

Employees

Bottom 25% of cohort in MO

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: CHRO
Registration date: Apr 13, 2026
Principal office: 9378 OLIVE BLVD, SUITE 102, OLIVETTE, MO, 63132
Phone: (314) 395-6133
Website: https://thevirtusfg.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $119.4M
Discretionary AUM: $44.4M
Non-discretionary AUM: $75.0M
Discretionary accounts: 190
Non-discretionary accounts: 454
Total accounts: 644
AUM per client: $519K

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	46	$61.0M
Individuals (other than high net worth individuals)	184	$58.4M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To	Change
May 1, 2026	Registration	—	APPROVED
Feb 1, 2022	Registration	—	APPROVED-120

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “VIRTUS FINANCIAL” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“VIRTUS FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.