Norma A. Peralta Morales

VIRTUS FAMILY OFFICE

El Paso, TX 79901

Some features on this profile are disabled

CRD#: 7335148

Professional summary

Norma Angelica Peralta Morales, who also goes by Angelica Morales, Angelica Peralta, Angelica Peralta Morales, is a registered financial advisor currently at VIRTUS FAMILY OFFICE located in El Paso, Texas.

Norma is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Norma has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Angelica Morales | Angelica Peralta | Angelica Peralta Morales

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Norma Angelica Peralta Morales's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

February 4, 2021 - Present

VIRTUS FAMILY OFFICE

Office #1: 500 West Overland Suite 250-q, El Paso, TX 79901

RIA

CRD#: 298272

El Paso, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

VIRTUS FAMILY OFFICE

VIRTUS FAMILY OFFICE | VIRTUS FAMILY OFFICE, LLC | VIRTUS FAMILY OFFICE LLC

CRD#: 298272 / SEC#: 801-120155

RIA

Registered Investment Advisory firm - (1/14/2021 Approved)

Texas

Registered Investment Advisory firm - (3/14/2022 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(2/4/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/27/2021

Uniform Investment Adviser Law Examination

Current Firm

VIRTUS FAMILY OFFICE

VIRTUS FAMILY OFFICE | VIRTUS FAMILY OFFICE, LLC | VIRTUS FAMILY OFFICE LLC

CRD#: 298272 / SEC#: 801-120155

RIA

Registered Investment Advisory firm - (1/14/2021 Approved)

Texas

Registered Investment Advisory firm - (3/14/2022 Terminated)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

500 West Overland Suite 250-q, El Paso, TX 79901

Mailing Address

Phone number

(915) 730-3885

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

VIRTUS BROCHURE 2A (3/26/2025)

Regulatory assets under management

Total Number of Accounts	209
AUM (Assets Under Management)	$ 544,081,952

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Philip Richman

CICLO WEALTH LLC

IAR

Portland, OR

Jayson Thornton

THORNTON FINANCIAL PLANNING FIRM LLC

ST. LOUIS, MO

Hazan Akgun

J.P. MORGAN SECURITIES LLC

Clifton, NJ

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Norma A. Peralta Morales

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Norma Angelica Peralta Morales's CRS (Customer Relationship Summary).

Certified licenses

Experience

VIRTUS FAMILY OFFICE

Primary Firm SEC Registration

VIRTUS FAMILY OFFICE

State Registrations and Notice Filings

Exams

Series 65

Date: 1/27/2021

Current Firm

VIRTUS FAMILY OFFICE

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

VIRTUS FAMILY OFFICE

TRUST BUT VERIFY

Similar Advisors