Virtus Financial Partners, LLC
● SEC registered since 2022CRD 323365SEC# 801-126973
Reg. AUM
$152.5M
Employees
6
Accounts
1,887
Location
—
Virtus Financial Partners, LLC assets under management
Virtus Financial Partners, LLC is an investment advisory firm registered with the SEC. The firm has been registered since 2022. It reports $152.5 million in regulatory assets under management and employs 6 people.
Virtus Financial Partners, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Stanley P Stewart Control | Principal And Cco | Over 75% | 2022 |
Frequently asked questions
How much does Virtus Financial Partners, LLC manage?
Virtus Financial Partners, LLC reports $152.5 million in regulatory assets under management on its Form ADV.
How many employees does Virtus Financial Partners, LLC have?
Virtus Financial Partners, LLC reports 6 employees.
Does Virtus Financial Partners, LLC disclose fund performance?
Virtus Financial Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 407-267-8445 |
| Office hours | 9:00 - 5:00 |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$152.5M▲ 96%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 83%
Larger than 17% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$152.5Mregulatory AUM
Discretionary $111.5MNon-discretionary $41M