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VERUS WEALTH MANAGEMENT

DE PERE, WI · CRD 323130 · IAPD ↗ · veruswealthmgmt.com · 920-328-0793

$143.1MRegulatory AUM
1Advisory reps
1Employees
0Clients
51-100Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
March 2025 — VERUS WEALTH MANAGEMENT (DE PERE, WI) is newly SEC-registered with $117.6M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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