Overview
Assets Under Management: $118 million
Headquarters: DE PERE, WI
High-Net-Worth Clients: 32
Average Client Assets: $3 million
Frequently Asked Questions
VERUS WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #323130), VERUS WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
VERUS WEALTH MANAGEMENT, LLC is headquartered in DE PERE, WI.
VERUS WEALTH MANAGEMENT, LLC serves 32 high-net-worth clients according to their SEC filing dated February 07, 2025. View client details ↓
According to their SEC Form ADV, VERUS WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
VERUS WEALTH MANAGEMENT, LLC manages $118 million in client assets according to their SEC filing dated February 07, 2025.
According to their SEC Form ADV, VERUS WEALTH MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
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