This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.73 fund_share=0.0 institutional_share=0.27 related_bd= related_bank= bd_reps=0.0

Regulatory AUM

$153MItem 5.F on the latest filing (2026-09-08); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$112M

Private client RAUM

$112MderivedItem 5.D individuals plus high net worth individuals

Private client share

73%derivedprivate client RAUM over total RAUM

Advisors on IAPD

3

RAUM per advisor

$50.8Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

6

Advisory employees

3

Offices

0Schedule D 1.F, beyond the principal office

Accounts

1,887

Individual clients

491

High net worth clients

111

Custody, client assets

$35.2M

SEC number

801-126973

CRD

323365

Filings on the tape

35

First filed

Oct 31, 2022

Latest filed

Sep 8, 2026

Organised

Limited Liability Company, FL

• Occurred

  Dec 8, 2022
  Team lift-out

  3 advisors left Principal Securities, Inc. (Maitland, FL) for Virtus Financial Partners on the same day

  Form ADVobserved 4 days ago
  3 advisors
• Occurred

  Oct 31, 2022
  First Form ADV filing

  Virtus Financial Partners filed its initial SEC registration (Form ADV)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:736bf50e-911a-3f90-f8ee-e1d137ee3ea9

First observed

Oct 31, 2022

Last observed

Sep 8, 2026 11 days ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.