Overview
Assets Under Management: $118 million
Headquarters: DE PERE, WI
High-Net-Worth Clients: 32
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 32
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 93.71
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 182
Discretionary Accounts: 182
Regulatory Filings
CRD Number: 323130
Last Filing Date: 2025-02-07 00:00:00
Website: https://veruswealthmgmt.com