Virtus Family Office

$726.9MAssets under management
as of Aug 2026 · SEC Form ADV
El Paso, TX
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Tech stack

No one at Virtus Family Office has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Virtus Family Office's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
UBS
Per Form ADV · $233M held · filed May 2024
Interactive Brokers
Per Form ADV · $87M held · filed May 2024
Performance Reporting