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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

VIRTUS FINANCIAL GROUP

VIRTUS WEALTH MANAGEMENT LLC, CRD 317832

OLIVETTE, MO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:83067987-0a3e-a8c4-cbd0-4f064b622dcd

Data as of Apr 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:31 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Dec 8, 2021 to Apr 10, 2026
19 observations

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $119MItem 5.F on the latest filing (2026-04-10); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $44.4M
Private client RAUM: $119MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $23.9Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 14
Advisory employees: 5
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 644
Individual clients: 184
High net worth clients: 46
SEC number: 801-135870
CRD: 317832
Filings on the tape: 19
First filed: Dec 8, 2021
Latest filed: Apr 10, 2026
Organised: Limited Liability Company, MO
Website: thevirtusfg.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
TYLER JAMES PAUL WREZINSKI	n/a	Bloomington, IL \| OLIVETTE, MO	4	12	1	no
Andrew Mitchell Hall	n/a	OLIVETTE, MO	4	12	2	no
Josie Kathryn Fischer	n/a	Bloomington, IL \| OLIVETTE, MO	4	20	n/a	no
GREGORY RONALD FAHRENKRUG	n/a	BLOOMINGTON, IL \| OLIVETTE, MO	2	13	n/a	no
Kerri Marie Elson	n/a	BLOOMINGTON, IL \| OLIVETTE, MO	1	10	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
Hall, Andrew, Mitchell	MANAGING MEMBER, PRESIDENT, & CHIEF COMPLIANCE OFFICER	D	yes	12/2021	Dec 8, 2021	Oct 9, 2023
WREZINSKI, TYLER, JAMES PAUL	CO-FOUNDER, MANAGING MEMBER	D	yes	12/2021	Dec 8, 2021	Oct 9, 2023

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
WREZINSKI ADVISORY GROUP LLC	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Bloomington	IL	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 10, 2026	$119M	$44.4M	14	5	2	n/a	n/a
2022	Mar 30, 2023	$24.7M	$24.7M	10	3	1	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$119M	n/a	n/a	$24.7M	69.1%	14	n/a	2	n/a

Relationships

Registered with (5)

← Kerri Marie ElsonAdvisorregistration: current employment
Aug 1, 2025 to presentfactForm ADV
← GREGORY RONALD FAHRENKRUGAdvisorregistration: current employment
Dec 19, 2023 to presentfactForm ADV
← Josie Kathryn FischerAdvisorregistration: current employment
Sep 8, 2022 to presentfactForm ADV
← TYLER JAMES PAUL WREZINSKIAdvisorregistration: current employment
Feb 10, 2022 to presentfactForm ADV
← Andrew Mitchell HallAdvisorregistration: current employment
Feb 10, 2022 to presentfactForm ADV

Controls (2)

← WREZINSKI, TYLER, JAMES PAULOwnerCO-FOUNDER, MANAGING MEMBER, ownership code D, individual
Dec 8, 2021 to Oct 9, 2023factForm ADV
← Hall, Andrew, MitchellOwnerMANAGING MEMBER, PRESIDENT, & CHIEF COMPLIANCE OFFICER, ownership code D, individual
Dec 8, 2021 to Oct 9, 2023factForm ADV

Dated events

Occurred
Dec 8, 2021
First Form ADV filing
Virtus Wealth Management, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:83067987-0a3e-a8c4-cbd0-4f064b622dcd
First observed: Dec 8, 2021
Last observed: Apr 10, 2026 5 months 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.

VIRTUS FINANCIAL GROUP

VIRTUS WEALTH MANAGEMENT LLC, CRD 317832

OLIVETTE, MO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:83067987-0a3e-a8c4-cbd0-4f064b622dcd

Data as of Apr 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:31 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

TYLER JAMES PAUL WREZINSKI

n/a

Bloomington, IL | OLIVETTE, MO

Andrew Mitchell Hall

n/a

OLIVETTE, MO

Josie Kathryn Fischer

n/a

Bloomington, IL | OLIVETTE, MO

n/a

GREGORY RONALD FAHRENKRUG

n/a

BLOOMINGTON, IL | OLIVETTE, MO

n/a

Kerri Marie Elson

n/a

BLOOMINGTON, IL | OLIVETTE, MO

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Hall, Andrew, Mitchell

MANAGING MEMBER, PRESIDENT, & CHIEF COMPLIANCE OFFICER

yes

12/2021

Dec 8, 2021

Oct 9, 2023

WREZINSKI, TYLER, JAMES PAUL

CO-FOUNDER, MANAGING MEMBER

yes

12/2021

Dec 8, 2021

Oct 9, 2023

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

WREZINSKI ADVISORY GROUP LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Bloomington

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 10, 2026

$119M

$44.4M

n/a

2022

Mar 30, 2023

$24.7M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$119M

n/a

$24.7M

69.1%

n/a