Norma Peralta Morales
Virtus Family Office · El Paso, Texas
Norma Peralta Morales is a fee-only financial advisor at Virtus Family Office in El Paso, Texas. Norma focuses on family wealth transfer. Virtus Family Office reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Virtus Family Office |
|---|---|
| Based in | El Paso, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Languages | Spanish |
| Assets under management | $726.9M across 211 accounts |
| SEC registration | Investment adviser representative in TX · CRD 7335148 |
| Exams passed | Series 65 (2021) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.virtus-usa.com |
How Norma's firm compares
- Virtus Family Office's average account is about $3.4 million, from its Form ADV (assets managed divided by 211 accounts).
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Questions about Norma
Is Norma Peralta Morales a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Norma holds no broker registration, and Virtus Family Office reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Norma charge for financial advice?
Norma's firm, Virtus Family Office, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
What languages does Norma work in?
Besides English, Virtus Family Office offers service in Spanish, according to its website.
Where is Norma Peralta Morales based?
Norma Peralta Morales is based in El Paso, Texas.
What does Norma specialize in?
Norma's specialties include family wealth transfer. Norma works with multi-generational families.
Is Norma Peralta Morales registered with the SEC?
Yes. Norma Peralta Morales is registered as an investment adviser representative in TX (CRD 7335148), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Virtus Family Office manage?
Virtus Family Office reports $726.9M across 211 accounts in assets under management.
How do I contact Norma Peralta Morales?
Through Norma's website, www.virtus-usa.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Virtus Family Office website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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