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 registered investment adviser organized as an LLC and SEC-registered in 2025. The firm is owned by an individual and positions itself as a capital allocator serving individual and family clients. Its advisory services focus on financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Fee arrangements include both a percentage-of-AUM structure and fixed fees. The firm does not report active ESG investing and is not designated as a multi-state adviser.
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 1
Mark Albers
Owner and Lead AdvisorCRD 6226751
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 48Active vs passive
$128M in ETFs
85%
$109M
15%
$19.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $15.6M | 22,686 | 12.18% |
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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