Verus Wealth Management

RIASEC Registered
Total AUM
$143M
Discretionary
$143M
100% of AUM
Avg account
$757K
Accounts
189
Employees
1
Advisory reps
1

Firm details

Headquarters
De Pere, Wisconsin
CRD number
323130
Registered since
March 3, 2025
Website
www.veruswealthmgmt.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI94.93%
  • Individuals5.07%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Verus Wealth Management is an independent, individual-owned RIA that provides financial planning, portfolio management for individuals and small businesses, and selection of other advisers. The firm acts as a capital allocator for its clients, charging a mix of percentage-of-AUM and fixed fees. Verus is registered with the SEC, having completed its registration in 2025. The firm’s client base is concentrated on individual and family relationships, and it does not position itself as an ESG-focused advisor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 83%, Exchange Traded Equities 13%, US Government Bonds 2%, Private Funds 1%, Cash & Cash Equivalents 1%83%
  • Public Funds/Mutual Funds83%
  • Exchange Traded Equities13%
  • US Government Bonds2%
  • Private Funds1%
  • Cash & Cash Equivalents1%

Contacts

1 of 1
  • Mark Albers

    Mark Albers

    Owner and Lead AdvisorCRD 6226751

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 49

Active vs passive

$137M in ETFs

Passive

83%

$114M

Active

17%

$22.7M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD S&P 500 ETF (VOO)VanguardPassiveLarge Blend$18M25,68913.17%
Unlock additional holdings →

Location

Primary office

De Pere, WI

Brown

Location

De Pere, WI

Headquartered in De Pere, WI, anchoring the Green Bay-Shawano, WI metro in the Midwest.

Metro area
Green Bay-Shawano, WI
Region
Midwest
County
Brown
Address
2071 Lawrence Dr
Time zone
CT (UTC-6)
Office locations

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