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Virtus Family Office

Updated today

Client assets under management

$599,085,874

Clients

144

51% high-net worth

Advisors

2

of 5 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

72

Typical

Average account size

$4,160,319

About

Virtus Family Office provides investment advisory and financial planning services primarily to high‑net‑worth and ultra‑high‑net‑worth individuals, as well as corporations, estates, charities and pooled investment vehicles. The firm offers discretionary and non‑discretionary asset management, financial planning, selection and oversight of third‑party money managers, and acts as investment manager to pooled funds.

Its investment approach emphasizes fundamental analysis and long‑term strategies across public securities (stocks, bonds, ETFs, REITs) and allocations to alternative private funds. Virtus also structures and manages pooled vehicles that invest in private equity, venture capital, private debt, real estate and infrastructure, and tailors implementation to clients’ stated investment policy statements.

Distinctive features disclosed in the brochure include a relatively small advisory team supporting substantial assets (roughly $727 million AUM with two advisors), and direct management of offshore pooled funds (Cayman and BVI structures) and related fund investments. The firm’s ownership and affiliated business ties in Mexico and its role as manager to private pooled vehicles introduce cross‑border relationships and potential allocation considerations that are less common among peer team advisers.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Private / alternative investments Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Founder/Business Owner

Fee options

Other

Account minimum: $3,000,000

Main office location

Virtus Family Office

500 West Overland, Suite 250 Q

El Paso TX 79901, United States

Number of offices

1

Most active in

Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Norma P

Series 65

El Paso, TX

Virtus Family Office

Norma Peralta Morales is a financial advisor at Virtus Family Office with five years of industry experience. She holds a Series 65 designation and previously worked at BTG Pactual and Instituto Tecnologico Autonomo de Mexico. Virtus Family Office provides investment advisory and financial planning services to high-net-worth and ultra-high-net-worth individuals, as well as corporations, estates, charitable organizations, and pooled investment vehicles. The firm employs a fundamentally driven, long-term investment approach tailored to client-specific objectives and manages accounts primarily on a discretionary basis across a range of asset classes.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
user avatar

Jesus D

Series 65

El Paso, TX

Virtus Family Office

Jesus Duran is a financial advisor with Virtus Family Office, holding a Series 65 credential and four years of industry experience. Prior to joining Virtus Family Office, he worked in roles at Farmer's Insurance, Cowtown Boots, Walmart, and McDonald's. Virtus Family Office provides investment advisory and financial planning services to high-net-worth and ultra-high-net-worth individuals, corporations, estates, charitable organizations, and pooled investment vehicles. The firm employs a fundamentally driven, long-term investment approach tailored to client-specific objectives and manages accounts primarily on a discretionary basis across various asset classes, including public securities and alternative funds.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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