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VERUS WEALTH MANAGEMENT

VERUS WEALTH MANAGEMENT, LLC

CRD 323130 · SEC 801-132079

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2071D LAWRENCE DRIVE, DE PERE, WI, 54115, United States

Phone

920-328-0793

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$143.1M

Discretionary AUM

$143.1M

Team

1 total employees; 1 advisory reps

Clients

51-100

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-02-10

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
Individuals23$7.3M
High net worth individuals36$135.8M

States served

CA, WI

All web addresses on file

Official SEC filing: View on IAPD