DFX Intelligence

RIA Intelligence

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SEC-registered adviser

V••••• F••••• O•••••

Independent wealth managerEl Paso, TexasCRD 298272SEC 801-120155website IAPD

Legal name V••••• F••••• O•••••• L••

Latest filing Aug 20, 2026

First filing on the tape Dec 15, 2020 · 19 filings

SEC status approved since Jan 14, 2021

RAUM

$727M

reported, Item 5.F

Discretionary

100%

of RAUM

Private clients

82%

$599M individuals and HNW

Advisors

registered through the firm on IAPD

RAUM per advisor

$363M

derived; firm RAUM over IAPD count

Employees

2 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

19 filings and snapshots on the tape

RAUM$727M as of Aug 20, 2026

Jan 11, 2021$155M then

HNW client RAUM$575M as of Aug 20, 2026

Jan 11, 2021$125M then

State-registered IARs (5.B.3)2 as of Aug 20, 2026

Jan 11, 20211 then

Employees (5.A)5 as of Aug 20, 2026

Jan 11, 20211 then

Private funds2 as of Aug 20, 2026

Mar 31, 20231 then

RAUM +34% over the last fiscal year+28% a year over threeIARs 1 to 2

Practice profile

derived from the filing of Aug 20, 2026; every figure names its basis

Archetypes, each a printed rule

Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
RIA with private funds · a wealth manager (private-client share at least 50 percent) that reports at least one private fund on Schedule D 7.B.(1)
Solo or small team · one advisor, or a wealth manager with up to three advisors and one office

RAUM per advisor: $363MderivedRAUM over IAPD advisors; not a book size
Clients per advisor: 72derivedindividual and HNW clients (5.D) over advisors
Average HNW client: $7.8MderivedHNW RAUM over HNW clients
Average account: $3.4MderivedRAUM over accounts (5.F.2.f)
Discretionary: 100%derivedof RAUM
Institutional: 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor: 2.5derivedItem 5.A over advisors
Advisors per office: 2.0derived1 offices incl. principal (1.F.5)
RAUM growth, one year: +34%derivedbetween the last two annual amendments
Advisor growth, one year: +100%derivedItem 5.B.3 between annual amendments
Client growth, one year: +0.0%derived
Compensation: percentage of assets, fixed fees, otherreportedItem 5.E
Advisory activities: financial planning, portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for pooled vehicles, selection of other advisersreportedItem 5.G
Ownership: no PE, bank or public-company owner found on Schedule Aderived
Advisor book size: not public; not estimatedreported

Also answered yes on Form ADV

buys or sells securities as principal to or from clients (8.A.2)
has discretionary authority over which securities are bought or sold (8.C.1)
receives research or other products from a broker-dealer, soft dollars (8.E)
marketing includes testimonials (5.L.1.c)
marketing includes hypothetical performance (5.L.3)

Where the RAUM sits

Form ADV Item 5.D, latest filing

High-net-worth individuals$575M79%
Pooled investment vehicles$112M15%
Individuals$24.4M3.4%
Corporations and businesses$15.9M2.2%

Individual clients: 70reported
HNW clients: 74reported
Pension plan clients: n/areported
Charitable clients: n/areported
Accounts: 211reported
Financial planning clients: 1-10reported
Wrap fee programs: noreported
Custody of client assets: noreported
Compensation: % of AUM, fixedreported
Class basis: private_client_share=0.82 fund_share=0.15 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived

Advisors registered through the firm

2 on IAPD today, longest tenure first

Name	Branch	Here since	In industry	Prior firms
N•••• A••••••• P•••••• M••••••	El Paso, Tx	Feb 4, 2021	12 y	0
J•••• E•••••• D••••	El Paso, Tx	Mar 21, 2025	10 y	0

Advisor movement

0 left, 0 joined in 12 months

net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months

Left, latest

D•••• W••••••••• to W•••• S•••• F••••• O••••• L••
Jun 21, 2022 · RIA to a state-registered adviser

Joined, latest

none on the tape

Every departure Every arrival

Private funds

1 reported on Schedule D 7.B.(1)

Fund	Type	Gross assets	Owners	First reported
V•• A••••••••• I••••••••• F•••	Other Private Fund	$32.1M	55	Jun 24, 2022

Owners and control persons

Schedule A and B, latest filing

P•••••• M••••••• N••••• A••••••• · Chief Compliance Officer
since 04/2022 · owns less than 5%

Entity owners

C••• I••••••••• L•• · Shareholder
direct · owns 25% to 50%
C••••••••• Y• A••••••• F••••••••• S•••• · Shareholder
direct · owns 25% to 50%
G•••• E••••• S••• · Shareholder
direct · owns 10% to 25%
S••••••• C•••••• P••••••• L•• · Shareholder
direct · owns 25% to 50%

Related persons

Schedule D 7.A

V•• C••••••••• S••••••• D• C•••
investment advisern

Office movement

IAPD branch city; joins and departures in 12 months

Office	Advisors	Joined	Left	Teams out	Forming
El Paso, Tx · principal	2	0	0

Offices

Schedule D 1.F, the 25 largest

No branch office listed.

What changed

consecutive filings, newest first

Accounts · 209 to 211
Aug 21, 2025 to Mar 25, 2026
Advisory employees · 1 to 2
Aug 21, 2025 to Mar 25, 2026
Corporate clients · 11 to 9
Aug 21, 2025 to Mar 25, 2026
HNW clients · 68 to 74
Aug 21, 2025 to Mar 25, 2026
Individual clients · 76 to 70
Aug 21, 2025 to Mar 25, 2026
Pooled vehicle clients · 1 to 2
Aug 21, 2025 to Mar 25, 2026
Employees · 4 to 5
Aug 21, 2025 to Mar 25, 2026
Financial planning clients · 0 to 1-10
Aug 21, 2025 to Mar 25, 2026
State-registered IARs · 1 to 2
Aug 21, 2025 to Mar 25, 2026
Private funds · 1 to 2
Aug 21, 2025 to Mar 25, 2026
Discretionary RAUM · $544M to $727M
Aug 21, 2025 to Mar 25, 2026
HNW RAUM · $449M to $575M
Aug 21, 2025 to Mar 25, 2026
Individual RAUM · $28.3M to $24.4M
Aug 21, 2025 to Mar 25, 2026
Pooled vehicle RAUM · $45.9M to $112M
Aug 21, 2025 to Mar 25, 2026
RAUM · $544M to $727M
Aug 21, 2025 to Mar 25, 2026
Financial planning clients · 0 to 0
Mar 26, 2025 to Aug 21, 2025
Discretionary RAUM · $543M to $544M
Mar 26, 2025 to Aug 21, 2025
Pooled vehicle RAUM · $45.0M to $45.9M
Mar 26, 2025 to Aug 21, 2025
RAUM · $543M to $544M
Mar 26, 2025 to Aug 21, 2025
Accounts · 188 to 209
May 14, 2024 to Mar 26, 2025
Corporate clients · 10 to 11
May 14, 2024 to Mar 26, 2025
HNW clients · 65 to 68
May 14, 2024 to Mar 26, 2025
Individual clients · 74 to 76
May 14, 2024 to Mar 26, 2025
Discretionary RAUM · $462M to $543M
May 14, 2024 to Mar 26, 2025
HNW RAUM · $253M to $449M
May 14, 2024 to Mar 26, 2025
Individual RAUM · $24.2M to $28.3M
May 14, 2024 to Mar 26, 2025
Pooled vehicle RAUM · $32.1M to $45.0M
May 14, 2024 to Mar 26, 2025
RAUM · $462M to $543M
May 14, 2024 to Mar 26, 2025
Discretionary RAUM · $460M to $462M
Mar 25, 2024 to May 14, 2024
Pooled vehicle RAUM · $30.4M to $32.1M
Mar 25, 2024 to May 14, 2024
RAUM · $460M to $462M
Mar 25, 2024 to May 14, 2024
Accounts · 181 to 188
Aug 17, 2023 to Mar 25, 2024
Corporate clients · 8 to 10
Aug 17, 2023 to Mar 25, 2024
HNW clients · 80 to 65
Aug 17, 2023 to Mar 25, 2024
Individual clients · 44 to 74
Aug 17, 2023 to Mar 25, 2024
Financial planning clients · 1-10 to 0
Aug 17, 2023 to Mar 25, 2024
Discretionary RAUM · $345M to $460M
Aug 17, 2023 to Mar 25, 2024
HNW RAUM · $291M to $253M
Aug 17, 2023 to Mar 25, 2024
Individual RAUM · $10.1M to $24.2M
Aug 17, 2023 to Mar 25, 2024
Pooled vehicle RAUM · $23.4M to $30.4M
Aug 17, 2023 to Mar 25, 2024

Signals

12 dated events

V••••• F••••• O••••• reported RAUM $726.9M, up 34% from $544.1M (2025-08-21 to 2026-03-25)
Mar 25, 2026 · RAUM change · derived
V••••• F••••• O••••• reported RAUM $460.3M, up 34% from $344.7M (2023-08-17 to 2024-03-25)
Mar 25, 2024 · RAUM change · derived
R••••• M••••• (Member) no longer on Schedule A of V••••• F••••• O••••• (listed 2022-09-22, absent 2023-03-31)
Mar 31, 2023 · Control person left · inference
D•••• W••••••••• left V••••• F••••• O••••• for W•••• S•••• F••••• O••••• L•• (registered 2025-11-24)
Jun 21, 2022 · Advisor changed firm · fact
D•••• W••••••••• (Chief Operating Officer And Chief Compliance Officer) no longer on Schedule A of V••••• F••••• O••••• (listed 2022-03-24, absent 2022-05-12)
May 12, 2022 · Control person left · inference
V••••• F••••• O••••• reported RAUM $335.1M, up 116% from $154.8M (2021-07-12 to 2022-03-24)
Mar 24, 2022 · RAUM change · derived
J••• Z••••••••• (Member) no longer on Schedule A of V••••• F••••• O••••• (listed 2021-02-05, absent 2021-07-12)
Jul 12, 2021 · Control person left · inference
Jose Federico Lechuga Dominguez (Member) no longer on Schedule A of V••••• F••••• O••••• (listed 2021-02-05, absent 2021-07-12)
Jul 12, 2021 · Control person left · inference
Bernhard R••••• K•••• Weber (Shareholder) no longer on Schedule A of V••••• F••••• O••••• (listed 2021-02-05, absent 2021-07-12)
Jul 12, 2021 · Control person left · inference
S•••••••• L••• K•••• (Owner) no longer on Schedule A of V••••• F••••• O••••• (listed 2021-02-05, absent 2021-07-12)
Jul 12, 2021 · Control person left · inference
M•••• F•••• K•••• (Owner) no longer on Schedule A of V••••• F••••• O••••• (listed 2021-02-05, absent 2021-07-12)
Jul 12, 2021 · Control person left · inference
V••••• F••••• O••••• filed its initial SEC registration (Form ADV)
Dec 15, 2020 · First SEC registration · fact

Across DFX

shared identifiers only, never a name match

V••••• F••••• O••••• · Family Offices
shared crd · office
V••••• F••••• O••••• · Independent Sponsors
shared crd · capital_provider
V••••• F••••• O••••• · Private Equity
shared crd · intermediary

How to reach

public business contact points only, each with its source

Business phone: 915-730-3885reportedpublished by the firm, firm site, Sep 16, 2026
Business phone: 915-730-3886reportedpublished by the firm, firm site, Sep 16, 2026
Website: virtus-usa.comreportedpublic record, Form ADV, Sep 21, 2026
Principal office phone: 915-730-3885reportedpublic record, Form ADV, Aug 20, 2026

Provenance

Form ADV: SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
Advisors: IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
Class: Independent wealth managerderiveda rule over Items 5.D and 7.A
RAUM per advisor: $363Mderivedfirm RAUM over the IAPD count; not a book size
Loaded: Sep 14, 2026