VIRTUS FINANCIAL GROUP
VIRTUS WEALTH MANAGEMENT, LLC Legal Name
Adviser information for VIRTUS FINANCIAL GROUP last updated from Form ADV on October 9th, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Missouri, United States |
Employees
| Total Number of Employees | 10 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 3 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 0 | $0 |
| Non-Discretionary | 196 | $24.7M |
| Total | 196 | $24.7M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 77 | $16.7M |
| HNW Individuals | 7 | $8.0M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 85 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 51-100 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUM |
Identifiers
| SEC RIA File Number | 801-123004 |
|---|---|
| SEC ERA File Number | 801-123004 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 317832 |
| Legal Entity Identifier | None |
Principal Office
9378 OLIVE BLVDSUITE 102
OLIVETTE
MO
United States
Monday - Friday, MON - THURS: 8:00 TO 4:00 (CT), FRI: 8:30 TO 12:00 (CT)
Tel: (314) 395-6133, Fax: None
Chief Compliance Officer
ANDREW HALL
CO-FOUNDER
9378 OLIVE BLVD
SUITE 102
OLIVETTE
MO
United States
Tel:
(314) 395-6133
A*****@**************M
(Full email address available in API data)
Regulatory Contact
TYLER WREZINSKI
807 E WASHINGTON STREET
BLOOMINGTON
IL
United States
Tel:
(314) 395-6133
T****@**************M
(Full email address available in API data)
Industry Affiliates
| WREZINSKI ADVISORY GROUP LLC | Accountant or accounting firmInsurance company or agency |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| WREZINSKI, TYLER, JAMES PAUL | Individual | – | CO-FOUNDER, MANAGING MEMBER | 12/2021 | 50-75% |
| Hall, Andrew, Mitchell | Individual | – | MANAGING MEMBER, PRESIDENT, & CHIEF COMPLIANCE OFFICER | 12/2021 | 50-75% |