VIRTUS WEALTH MANAGEMENT, LLC
Legal name: VIRTUS FINANCIAL GROUP
CRD #317832 SEC #801-123004 OLIVETTE, MO (314) 395-6133
SEC Registered
Total AUM
$24.7M
Discretionary
$0
Employees
10
Clients
51
Accounts
196
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2023 | $24.7M | $0 | $24.7M | 10 | 85 |
| Jun 2023 | $24.7M | $0 | $24.7M | 10 | 85 |
| Mar 2023 | $24.7M | $24.7M | $0 | 10 | 85 |
| Mar 2023 | $0 | $0 | $0 | 9 | 0 |
| Mar 2023 | $0 | $0 | $0 | 9 | 0 |
| Feb 2023 | $0 | $0 | $0 | 9 | 0 |
| Jan 2023 | $0 | $0 | $0 | 9 | 0 |
| Nov 2022 | $0 | $0 | $0 | 9 | 0 |
| Nov 2022 | $0 | $0 | $0 | 9 | 0 |
| Oct 2022 | $0 | $0 | $0 | 9 | 0 |
| Sep 2022 | $0 | $0 | $0 | 9 | 0 |
| May 2022 | $0 | $0 | $0 | 9 | 0 |
| May 2022 | $0 | $0 | $0 | 9 | 0 |
| May 2022 | $0 | $0 | $0 | 9 | 0 |
| Feb 2022 | $0 | $0 | $0 | 9 | 0 |
| Feb 2022 | $0 | $0 | $0 | 9 | 0 |
| Dec 2021 | $0 | $0 | $0 | 9 | 0 |
DateOct 2023
Total AUM$24.7M
Discretionary$0
Non-Disc.$24.7M
Employees10
Clients85
DateJun 2023
Total AUM$24.7M
Discretionary$0
Non-Disc.$24.7M
Employees10
Clients85
DateMar 2023
Total AUM$24.7M
Discretionary$24.7M
Non-Disc.$0
Employees10
Clients85
DateMar 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees9
Clients0
DateMar 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees9
Clients0
DateFeb 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees9
Clients0
DateJan 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees9
Clients0
DateNov 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees9
Clients0
DateNov 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees9
Clients0
DateOct 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees9
Clients0
DateSep 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees9
Clients0
DateMay 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees9
Clients0
DateMay 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees9
Clients0
DateMay 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees9
Clients0
DateFeb 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees9
Clients0
DateFeb 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees9
Clients0
DateDec 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees9
Clients0