Norma Angelica Peralta morales
Investment adviser representative at Virtus Family Office
12 yearsExperience
1 stateRegistered in
$726.9MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Virtus Family Office LLCJan 2021 to now
- Virtus Family Office S.A. De C.V. Asesor En Inversiones IndependAug 2016 to Dec 2020
- Instituto Tecnologico Autonomo De MexicoJun 2014 to Dec 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (TX).
Virtus Family Office
Legal name: Virtus Family Office, LLC
$726.9MAssets managed
155Clients
2Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7335148
- Firm CRD
- 298272