VERUS WEALTH MANAGEMENT
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
FINTRXOverview
Verus Wealth Management is an independent RIA organized as an LLC and owned by an individual principal. The firm registered with the SEC in 2025 and serves primarily individual and family clients. Its advisory services focus on financial planning, portfolio management for individuals and small businesses, and selecting third‑party advisers. Verus charges fees as a percentage of assets under management and through fixed fees, and it identifies itself as a capital allocator. The firm does not position itself as an ESG investor and is not registered as a multi‑state adviser or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds83%
- Exchange Traded Equities13%
- US Government Bonds2%
- Private Funds1%
- Cash & Cash Equivalents1%
Contacts
1 of 1MARK ALBERS
Owner and Lead AdvisorCRD 6226751
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 43Active vs passive
$115M in ETFs
85%
$98M
15%
$16.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES NATIONAL MUNI BOND ETF (MUB) | BlackRock | Passive | Muni National Interm | $13.4M | 125,778 | 11.62% |
Location
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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