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VERUM PARTNERS LLC
CRD 301058 · SEC 801-115236
2333 RANDOLPH ROAD, SUITE 250, CHARLOTTE, NC, 28207, United States
Phone
(980) 771-3999
Fax
(980) 771-3388
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.01B
Discretionary AUM
$848.7M
Team
17 total employees; 15 advisory reps; 3 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 87 | $29.9M |
| High net worth individuals | 274 | $845.3M |
| Pension/profit sharing plans | 18 | $23.3M |
| Corporations/business entities | 26 | $105.9M |
States served
GA, NY, NC, SC, TN, VA, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD