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VERUS ADVISORY, INC.

SEATTLE, WA · CRD 110565 · IAPD ↗ · 206-622-3700

$19.43BRegulatory AUM
83Advisory reps
87Employees
105Clients
n/aPlanning clients
0Private funds
6States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

55
July 2026 — VERUS ADVISORY, INC. (SEATTLE, WA) left the SEC roster (was $19.43B RAUM, 83 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
61
April 2025 — VERUS ADVISORY, INC. reported RAUM up 59% ($11.02B -> $17.54B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
April 2024 — VERUS ADVISORY, INC. reported RAUM up 30% ($8.50B -> $11.02B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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