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VERUS FINANCIAL PARTNERS

RICHMOND, VA · CRD 106744 · IAPD ↗ · 804-592-3465

$1.18BRegulatory AUM
12Advisory reps
21Employees
0Clients
More than 500Planning clients
0Private funds
15States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

49
December 2025 — VERUS FINANCIAL PARTNERS notice-filed in GA, MA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
April 2025 — VERUS FINANCIAL PARTNERS notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
85
April 2025 — VERUS FINANCIAL PARTNERS crossed $1B in regulatory AUM ($920.8M -> $1.00B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
45
October 2024 — VERUS FINANCIAL PARTNERS notice-filed in WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.